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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 | $44,884 | $29,736+50.9% | $56,033-19.9% | $80,935-44.5% |
| Participation rate | 73.7% | 41.7%+32.0pp | 52.5%+21.2pp | 67.7%+6.0pp |
| Annual return | 20.44% | 35.28%-14.8pp | 1711.38%-1690.9pp | 35.66%-15.2pp |
| Employer contribution / active EE | $2,263 | $671+237.1% | $1,041+117.4% | $2,757-17.9% |
| Participant deferral / active EE | $512 | $1,228-58.4% | $1,954-73.8% | $4,299-88.1% |
| Admin fee / account holder | $15,213 | $2,434+525.1% | $2,827+438.1% | $6,924+119.7% |