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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 | $9,013 | $29,319-69.3% | $52,425-82.8% | $82,448-89.1% |
| Participation rate | 72.2% | 46.9%+25.4pp | 55.6%+16.6pp | 68.1%+4.2pp |
| Annual return | 23.29% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $658 | $586+12.1% | $914-28.1% | $2,551-74.2% |
| Participant deferral / active EE | $1,541 | $1,171+31.5% | $1,790-13.9% | $4,139-62.8% |
| Admin fee / account holder | $377 | $1,962-80.8% | $2,495-84.9% | $7,234-94.8% |