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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 | $58,990 | $25,014+135.8% | $69,623-15.3% | $80,935-27.1% |
| Participation rate | 79.2% | 64.2%+15.0pp | 66.4%+12.8pp | 67.7%+11.6pp |
| Annual return | 13.47% | 19.08%-5.6pp | 101.23%-87.8pp | 35.66%-22.2pp |
| Employer contribution / active EE | $477 | $991-51.9% | $1,709-72.1% | $2,757-82.7% |
| Participant deferral / active EE | $8,454 | $1,840+359.5% | $2,890+192.5% | $4,299+96.6% |
| Admin fee / account holder | $22,011 | $2,491+783.7% | $4,696+368.7% | $6,924+217.9% |