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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 | $50,986 | $116,203-56.1% | $93,621-45.5% | $152,897-66.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.8%+13.1pp | 82.5%+6.4pp |
| Annual return | 12.11% | 35.96%-23.8pp | 32.76%-20.6pp | 345.43%-333.3pp |
| Employer contribution / active EE | $1,323 | $3,219-58.9% | $2,719-51.4% | $4,764-72.2% |
| Participant deferral / active EE | $1,946 | $4,605-57.7% | $4,070-52.2% | $5,851-66.7% |
| Admin fee / account holder | $457 | $10,751-95.7% | $7,890-94.2% | $11,599-96.1% |