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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 | $23,945 | $61,816-61.3% | $97,260-75.4% | $80,935-70.4% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.7%+9.5pp | 67.7%+14.5pp |
| Annual return | 14.63% | -558.73%+573.4pp | 75.54%-60.9pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,422 | $1,836-22.6% | $2,721-47.7% | $2,757-48.4% |
| Participant deferral / active EE | $3,334 | $3,027+10.1% | $4,262-21.8% | $4,299-22.5% |
| Admin fee / account holder | $1,315 | $5,166-74.6% | $5,640-76.7% | $6,924-81.0% |