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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 | $24,730 | $48,364-48.9% | $71,796-65.6% | $62,881-60.7% |
| Participation rate | 91.2% | 60.6%+30.6pp | 69.1%+22.1pp | 69.3%+21.9pp |
| Annual return | 5.79% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,307 | $1,042+121.5% | $1,924+19.9% | $2,281+1.2% |
| Participant deferral / active EE | $4,630 | $2,091+121.4% | $2,794+65.7% | $3,203+44.5% |
| Admin fee / account holder | $1,366 | $3,771-63.8% | $4,815-71.6% | $4,296-68.2% |