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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 | $21,243 | $104,694-79.7% | $85,709-75.2% | $167,536-87.3% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 16.42% | 21.45%-5.0pp | 21.49%-5.1pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,135 | $3,337-36.0% | $2,619-18.5% | $4,839-55.9% |
| Participant deferral / active EE | $5,933 | $4,826+22.9% | $3,924+51.2% | $6,342-6.5% |
| Admin fee / account holder | $2,888 | $10,035-71.2% | $6,876-58.0% | $12,315-76.6% |