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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 | $27,207 | $99,652-72.7% | $78,778-65.5% | $147,586-81.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.2%+20.8pp | 82.8%+7.2pp |
| Annual return | 21.69% | 47.28%-25.6pp | 35.62%-13.9pp | 578.59%-556.9pp |
| Employer contribution / active EE | $2,189 | $2,796-21.7% | $1,986+10.2% | $4,876-55.1% |
| Participant deferral / active EE | $4,091 | $3,664+11.7% | $2,958+38.3% | $5,439-24.8% |
| Admin fee / account holder | $1,314 | $7,155-81.6% | $5,134-74.4% | $10,886-87.9% |