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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 | $29,509 | $85,171-65.4% | $172,752-82.9% | $72,975-59.6% |
| Participation rate | 75.6% | 70.1%+5.5pp | 82.6%-7.0pp | 69.5%+6.1pp |
| Annual return | 24.39% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,438 | $3,324-26.6% | $5,144-52.6% | $2,440-0.1% |
| Participant deferral / active EE | $4,690 | $3,260+43.9% | $5,198-9.8% | $3,608+30.0% |
| Admin fee / account holder | $1,865 | $5,880-68.3% | $13,955-86.6% | $5,124-63.6% |