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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 | $27,439 | $63,861-57.0% | $104,625-73.8% | $79,852-65.6% |
| Participation rate | 80.8% | 64.9%+15.8pp | 74.1%+6.7pp | 69.6%+11.1pp |
| Annual return | 14.53% | 21.30%-6.8pp | 340.60%-326.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $1,177 | $1,588-25.9% | $2,681-56.1% | $2,471-52.4% |
| Participant deferral / active EE | $2,091 | $2,693-22.4% | $3,738-44.0% | $3,740-44.1% |
| Admin fee / account holder | $9,138 | $4,185+118.4% | $6,465+41.4% | $5,306+72.2% |