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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 | $39,346 | $58,311-32.5% | $81,882-51.9% | $80,959-51.4% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.4%+19.3pp | 67.7%+24.0pp |
| Annual return | 14.10% | 41.85%-27.7pp | 779.47%-765.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,713 | $2,347-27.0% | $2,916-41.2% | $2,757-37.9% |
| Participant deferral / active EE | $4,697 | $3,287+42.9% | $4,323+8.7% | $4,300+9.2% |
| Admin fee / account holder | $20,458 | $4,752+330.5% | $7,360+178.0% | $6,925+195.4% |