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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 | $35,616 | $70,418-49.4% | $96,570-63.1% | $85,847-58.5% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 13.51% | 18.59%-5.1pp | 37.79%-24.3pp | 318.61%-305.1pp |
| Employer contribution / active EE | $2,344 | $1,413+65.9% | $2,357-0.6% | $2,565-8.6% |
| Participant deferral / active EE | $2,563 | $2,894-11.4% | $3,849-33.4% | $3,952-35.2% |
| Admin fee / account holder | $26,523 | $4,995+431.0% | $6,182+329.0% | $6,261+323.6% |