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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 | $9,502 | $52,353-81.8% | $120,225-92.1% | $82,448-88.5% |
| Participation rate | 75.0% | 58.3%+16.7pp | 69.6%+5.4pp | 68.1%+6.9pp |
| Annual return | 18.41% | 61.85%-43.4pp | 439.23%-420.8pp | 41.64%-23.2pp |
| Employer contribution / active EE | $783 | $1,510-48.1% | $3,475-77.5% | $2,551-69.3% |
| Participant deferral / active EE | $2,722 | $2,627+3.6% | $3,999-31.9% | $4,139-34.2% |
| Admin fee / account holder | $1,204 | $4,363-72.4% | $5,696-78.9% | $7,234-83.4% |