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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 | $28,076 | $107,421-73.9% | $182,262-84.6% | $94,015-70.1% |
| Participation rate | 91.4% | 77.8%+13.6pp | 84.2%+7.2pp | 70.8%+20.6pp |
| Annual return | 41.79% | 21.32%+20.5pp | 140.60%-98.8pp | 17.84%+23.9pp |
| Employer contribution / active EE | $1,712 | $3,448-50.4% | $5,046-66.1% | $2,790-38.7% |
| Participant deferral / active EE | $7,737 | $6,558+18.0% | $8,276-6.5% | $4,249+82.1% |
| Admin fee / account holder | $651 | $8,692-92.5% | $16,712-96.1% | $8,951-92.7% |