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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 | $28,379 | $55,472-48.8% | $155,567-81.8% | $74,546-61.9% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 13.11% | 268.72%-255.6pp | 64.74%-51.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,294 | $2,269-43.0% | $4,674-72.3% | $2,624-50.7% |
| Participant deferral / active EE | $2,692 | $2,838-5.1% | $5,628-52.2% | $4,347-38.1% |
| Admin fee / account holder | $3,408 | $1,743+95.6% | $15,916-78.6% | $1,944+75.3% |