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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 | $28,037 | $63,342-55.7% | $92,235-69.6% | $70,131-60.0% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 15.22% | 530.15%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,615 | $2,854-8.4% | $3,897-32.9% | $3,332-21.5% |
| Admin fee / account holder | $1,360 | $3,840-64.6% | $5,194-73.8% | $4,645-70.7% |