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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,233 | $29,716-55.5% | $56,077-76.4% | $80,925-83.6% |
| Participation rate | 82.2% | 41.7%+40.5pp | 52.5%+29.7pp | 67.7%+14.6pp |
| Annual return | 12.25% | 35.30%-23.0pp | 1709.28%-1697.0pp | 35.65%-23.4pp |
| Employer contribution / active EE | $1,281 | $671+90.9% | $1,040+23.1% | $2,756-53.5% |
| Participant deferral / active EE | $1,932 | $1,228+57.3% | $1,954-1.1% | $4,299-55.1% |
| Admin fee / account holder | $2,443 | $2,432+0.4% | $2,825-13.5% | $6,940-64.8% |