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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 | $28,325 | $72,404-60.9% | $110,243-74.3% | $64,173-55.9% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+27.0pp |
| Annual return | 9.37% | -6.29%+15.7pp | 314.76%-305.4pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,894 | $2,282-17.0% | $3,827-50.5% | $2,381-20.5% |
| Participant deferral / active EE | $2,418 | $3,469-30.3% | $4,672-48.2% | $3,470-30.3% |
| Admin fee / account holder | $7,749 | $5,664+36.8% | $8,548-9.3% | $4,887+58.6% |