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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 | $22,019 | $75,962-71.0% | $154,108-85.7% | $64,173-65.7% |
| Participation rate | 79.4% | 70.4%+9.0pp | 83.0%-3.6pp | 69.6%+9.8pp |
| Annual return | 5.78% | 30.32%-24.5pp | 735.21%-729.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $762 | $3,350-77.2% | $5,298-85.6% | $2,381-68.0% |
| Participant deferral / active EE | $2,492 | $3,175-21.5% | $5,081-51.0% | $3,470-28.2% |
| Admin fee / account holder | $449 | $5,589-92.0% | $13,411-96.7% | $4,887-90.8% |