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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 | $18,780 | $60,128-68.8% | $90,440-79.2% | $79,852-76.5% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.1pp | 69.6%+20.1pp |
| Annual return | 12.28% | 71.95%-59.7pp | 1294.38%-1282.1pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,802 | $2,068-12.9% | $3,263-44.8% | $2,471-27.1% |
| Participant deferral / active EE | $3,324 | $2,939+13.1% | $3,964-16.1% | $3,740-11.1% |
| Admin fee / account holder | $648 | $3,977-83.7% | $5,615-88.5% | $5,306-87.8% |