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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 | $27,525 | $100,139-72.5% | $85,187-67.7% | $145,884-81.1% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 14.58% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,053 | $3,238-67.5% | $2,732-61.4% | $4,662-77.4% |
| Participant deferral / active EE | $2,582 | $5,296-51.2% | $4,525-42.9% | $6,690-61.4% |
| Admin fee / account holder | $3,156 | $7,262-56.5% | $6,162-48.8% | $13,392-76.4% |