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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 | $34,149 | $56,063-39.1% | $76,051-55.1% | $80,911-57.8% |
| Participation rate | 91.1% | 62.0%+29.1pp | 69.1%+22.0pp | 67.6%+23.5pp |
| Annual return | 12.86% | 20.54%-7.7pp | 360.42%-347.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $1,334 | $1,874-28.8% | $2,690-50.4% | $2,756-51.6% |
| Participant deferral / active EE | $1,642 | $3,052-46.2% | $4,257-61.4% | $4,297-61.8% |
| Admin fee / account holder | $3,367 | $5,240-35.7% | $6,416-47.5% | $6,935-51.4% |