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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 | $12,709 | $56,134-77.4% | $96,192-86.8% | $85,851-85.2% |
| Participation rate | 97.1% | 56.7%+40.3pp | 68.4%+28.6pp | 69.3%+27.7pp |
| Annual return | 13.76% | 42.30%-28.5pp | 192.09%-178.3pp | 318.63%-304.9pp |
| Employer contribution / active EE | $1,149 | $1,620-29.1% | $2,799-59.0% | $2,565-55.2% |
| Participant deferral / active EE | $2,387 | $2,858-16.5% | $4,351-45.1% | $3,952-39.6% |
| Admin fee / account holder | $1,200 | $3,769-68.2% | $5,539-78.3% | $6,261-80.8% |