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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 | $28,125 | $77,164-63.6% | $178,014-84.2% | $80,874-65.2% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.6%+17.5pp |
| Annual return | 15.80% | 18.09%-2.3pp | 294.80%-279.0pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,726 | $2,288-24.6% | $3,950-56.3% | $2,756-37.4% |
| Participant deferral / active EE | $5,045 | $4,408+14.4% | $6,276-19.6% | $4,297+17.4% |
| Admin fee / account holder | $12,076 | $7,164+68.6% | $10,362+16.5% | $6,935+74.1% |