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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 | $16,580 | $55,902-70.3% | $76,030-78.2% | $80,959-79.5% |
| Participation rate | 70.0% | 62.1%+7.9pp | 69.1%+0.9pp | 67.7%+2.3pp |
| Annual return | 24.41% | 20.59%+3.8pp | 361.54%-337.1pp | 35.67%-11.3pp |
| Employer contribution / active EE | $740 | $1,867-60.4% | $2,688-72.5% | $2,757-73.2% |
| Participant deferral / active EE | $2,031 | $3,051-33.4% | $4,257-52.3% | $4,300-52.8% |
| Admin fee / account holder | $466 | $5,239-91.1% | $6,421-92.7% | $6,925-93.3% |