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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 | $24,484 | $123,000-80.1% | $105,582-76.8% | $198,609-87.7% |
| Participation rate | 84.6% | 76.8%+7.9pp | 71.8%+12.8pp | 82.4%+2.2pp |
| Annual return | 24.70% | 18.31%+6.4pp | 18.61%+6.1pp | 202.70%-178.0pp |
| Employer contribution / active EE | $1,550 | $3,582-56.7% | $2,984-48.1% | $5,055-69.3% |
| Participant deferral / active EE | $3,888 | $5,013-22.4% | $4,353-10.7% | $6,977-44.3% |
| Admin fee / account holder | $584 | $16,254-96.4% | $12,856-95.5% | $19,030-96.9% |