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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 | $38,675 | $112,933-65.8% | $90,970-57.5% | $158,982-75.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 7.64% | 215.82%-208.2pp | 134.60%-127.0pp | 302.99%-295.3pp |
| Employer contribution / active EE | $1,827 | $2,893-36.9% | $2,122-13.9% | $4,763-61.6% |
| Participant deferral / active EE | $12,283 | $4,128+197.6% | $3,373+264.2% | $5,983+105.3% |
| Admin fee / account holder | $722 | $8,047-91.0% | $5,961-87.9% | $11,252-93.6% |