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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 | $28,890 | $78,425-63.2% | $95,956-69.9% | $79,858-63.8% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 20.24% | 19.37%+0.9pp | 91.63%-71.4pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,216 | $1,945-37.5% | $2,541-52.1% | $2,471-50.8% |
| Participant deferral / active EE | $3,267 | $3,440-5.0% | $4,167-21.6% | $3,740-12.7% |
| Admin fee / account holder | $1,239 | $5,622-78.0% | $6,797-81.8% | $5,306-76.6% |