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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 | $17,383 | $58,311-70.2% | $81,882-78.8% | $80,959-78.5% |
| Participation rate | 98.0% | 63.5%+34.5pp | 72.4%+25.6pp | 67.7%+30.3pp |
| Annual return | 14.34% | 41.85%-27.5pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,033 | $2,347-56.0% | $2,916-64.6% | $2,757-62.5% |
| Participant deferral / active EE | $3,505 | $3,287+6.6% | $4,323-18.9% | $4,300-18.5% |
| Admin fee / account holder | $626 | $4,752-86.8% | $7,360-91.5% | $6,925-91.0% |