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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 | $31,635 | $49,976-36.7% | $66,674-52.6% | $82,637-61.7% |
| Participation rate | 91.9% | 63.1%+28.8pp | 73.7%+18.2pp | 68.1%+23.8pp |
| Annual return | 17.21% | 39.09%-21.9pp | 321.24%-304.0pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,349 | $1,988-32.2% | $2,620-48.5% | $2,552-47.2% |
| Participant deferral / active EE | $2,887 | $2,847+1.4% | $4,084-29.3% | $4,126-30.0% |
| Admin fee / account holder | $2,897 | $4,594-36.9% | $5,098-43.2% | $7,339-60.5% |