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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 | $2,708 | $67,823-96.0% | $52,425-94.8% | $137,256-98.0% |
| Participation rate | 85.0% | 63.9%+21.1pp | 55.6%+29.4pp | 80.0%+5.0pp |
| Annual return | 23.56% | 219.11%-195.5pp | 302.12%-278.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $198 | $1,163-83.0% | $914-78.3% | $4,156-95.2% |
| Participant deferral / active EE | $1,119 | $2,288-51.1% | $1,790-37.5% | $6,407-82.5% |
| Admin fee / account holder | $343 | $2,844-87.9% | $2,495-86.3% | $12,270-97.2% |