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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 | $77,949 | $93,345-16.5% | $119,126-34.6% | $87,485-10.9% |
| Participation rate | 88.1% | 68.7%+19.3pp | 75.8%+12.3pp | 68.9%+19.1pp |
| Annual return | 14.41% | 19.08%-4.7pp | 282.11%-267.7pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,493 | $3,172-52.9% | $4,034-63.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,800 | $4,099-31.7% | $5,318-47.4% | $4,274-34.5% |
| Admin fee / account holder | $14,490 | $8,039+80.3% | $10,693+35.5% | $7,775+86.4% |