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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 | $41,589 | $53,127-21.7% | $86,587-52.0% | $70,131-40.7% |
| Participation rate | 84.0% | 65.3%+18.7pp | 73.5%+10.5pp | 69.5%+14.5pp |
| Annual return | 15.09% | 27.66%-12.6pp | 964.86%-949.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,264 | $2,068-38.9% | $2,839-55.5% | $2,342-46.0% |
| Participant deferral / active EE | $1,674 | $2,696-37.9% | $3,609-53.6% | $3,332-49.8% |
| Admin fee / account holder | $1,601 | $3,585-55.4% | $4,906-67.4% | $4,645-65.5% |