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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 | $19,208 | $51,638-62.8% | $68,368-71.9% | $82,448-76.7% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 14.03% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,867 | $2,047-8.8% | $2,649-29.5% | $2,551-26.8% |
| Participant deferral / active EE | $3,965 | $2,914+36.1% | $4,123-3.8% | $4,139-4.2% |
| Admin fee / account holder | $365 | $4,643-92.1% | $5,150-92.9% | $7,234-94.9% |