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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 | $26,985 | $106,749-74.7% | $145,433-81.4% | $82,448-67.3% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 19.87% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,749 | $6,519+3.5% | $7,897-14.5% | $4,139+63.0% |
| Admin fee / account holder | $2,531 | $8,390-69.8% | $13,129-80.7% | $7,234-65.0% |