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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 | $28,493 | $68,398-58.3% | $94,664-69.9% | $75,173-62.1% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.2pp | 67.2%+29.9pp |
| Annual return | 19.13% | 616.72%-597.6pp | 156.84%-137.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,857 | $2,701-31.2% | $3,673-49.4% | $2,671-30.5% |
| Participant deferral / active EE | $6,151 | $6,537-5.9% | $7,417-17.1% | $4,126+49.1% |
| Admin fee / account holder | $4,686 | $5,324-12.0% | $7,222-35.1% | $5,651-17.1% |