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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 | $16,565 | $103,008-83.9% | $90,304-81.7% | $152,897-89.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 20.83% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,180 | $3,139-30.6% | $2,855-23.6% | $4,764-54.2% |
| Participant deferral / active EE | $4,329 | $4,281+1.1% | $3,885+11.4% | $5,851-26.0% |
| Admin fee / account holder | $6,434 | $6,175+4.2% | $5,354+20.2% | $11,599-44.5% |