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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 | $22,791 | $91,037-75.0% | $71,671-68.2% | $147,586-84.6% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 14.01% | 20.48%-6.5pp | 20.65%-6.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,896 | $3,327-43.0% | $2,460-22.9% | $4,876-61.1% |
| Participant deferral / active EE | $3,791 | $4,498-15.7% | $3,438+10.3% | $5,439-30.3% |
| Admin fee / account holder | $964 | $8,613-88.8% | $5,558-82.7% | $10,886-91.1% |