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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 | $23,194 | $68,097-65.9% | $62,929-63.1% | $137,256-83.1% |
| Participation rate | 86.4% | 77.4%+8.9pp | 73.1%+13.3pp | 80.0%+6.4pp |
| Annual return | 17.32% | 1859.11%-1841.8pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,090 | $2,811-61.2% | $2,505-56.5% | $4,156-73.8% |
| Participant deferral / active EE | $3,895 | $4,553-14.4% | $3,888+0.2% | $6,407-39.2% |
| Admin fee / account holder | $1,728 | $6,521-73.5% | $5,065-65.9% | $12,270-85.9% |