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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 | $18,820 | $46,360-59.4% | $147,618-87.3% | $52,331-64.0% |
| Participation rate | 83.0% | 64.9%+18.1pp | 84.6%-1.6pp | 68.1%+14.9pp |
| Annual return | 79.14% | 1.62%+77.5pp | 61.98%+17.2pp | 4.54%+74.6pp |
| Employer contribution / active EE | $2,386 | $2,126+12.2% | $5,565-57.1% | $1,882+26.8% |
| Participant deferral / active EE | $5,422 | $2,258+140.2% | $4,895+10.8% | $3,022+79.4% |
| Admin fee / account holder | $398 | $766-48.1% | $11,612-96.6% | $592-32.8% |