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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 | $35,529 | $102,429-65.3% | $147,096-75.8% | $80,925-56.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 14.20% | 135.02%-120.8pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,646 | $3,716-28.8% | $4,936-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $7,283 | $6,649+9.5% | $8,071-9.8% | $4,299+69.4% |
| Admin fee / account holder | $1,310 | $7,957-83.5% | $13,005-89.9% | $6,940-81.1% |