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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 | $25,373 | $56,134-54.8% | $96,171-73.6% | $85,847-70.4% |
| Participation rate | 93.7% | 56.7%+36.9pp | 68.4%+25.2pp | 69.3%+24.3pp |
| Annual return | 14.04% | 42.30%-28.3pp | 192.04%-178.0pp | 318.61%-304.6pp |
| Employer contribution / active EE | $616 | $1,620-62.0% | $2,799-78.0% | $2,565-76.0% |
| Participant deferral / active EE | $2,744 | $2,858-4.0% | $4,350-36.9% | $3,952-30.6% |
| Admin fee / account holder | $529 | $3,769-86.0% | $5,538-90.5% | $6,261-91.6% |