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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 | $31,837 | $91,179-65.1% | $178,499-82.2% | $79,852-60.1% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 14.89% | 24.19%-9.3pp | 151.10%-136.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,742 | $3,256-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $2,354 | $3,236-27.3% | $5,202-54.7% | $3,740-37.1% |
| Admin fee / account holder | $1,744 | $6,749-74.2% | $13,986-87.5% | $5,306-67.1% |