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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 | $14,518 | $42,383-65.7% | $76,523-81.0% | $64,181-77.4% |
| Participation rate | 83.3% | 58.1%+25.2pp | 68.0%+15.3pp | 69.6%+13.8pp |
| Annual return | 60.25% | -16.54%+76.8pp | -0.27%+60.5pp | 7.63%+52.6pp |
| Employer contribution / active EE | $2,456 | $1,563+57.1% | $2,647-7.2% | $2,381+3.2% |
| Participant deferral / active EE | $1,672 | $2,566-34.8% | $3,835-56.4% | $3,470-51.8% |
| Admin fee / account holder | $352 | $3,198-89.0% | $4,848-92.7% | $4,887-92.8% |