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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 | $26,154 | $89,367-70.7% | $141,191-81.5% | $72,975-64.2% |
| Participation rate | 72.1% | 75.1%-3.0pp | 82.5%-10.4pp | 69.5%+2.6pp |
| Annual return | 23.69% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,970 | $3,115-36.8% | $4,736-58.4% | $2,440-19.3% |
| Participant deferral / active EE | $6,688 | $5,419+23.4% | $6,710-0.3% | $3,608+85.4% |
| Admin fee / account holder | $12,096 | $5,957+103.1% | $10,264+17.8% | $5,124+136.1% |