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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 | $15,190 | $57,312-73.5% | $86,617-82.5% | $75,181-79.8% |
| Participation rate | 89.3% | 63.2%+26.1pp | 71.7%+17.6pp | 67.2%+22.1pp |
| Annual return | 23.40% | 2672.78%-2649.4pp | 591.91%-568.5pp | 160.69%-137.3pp |
| Employer contribution / active EE | $1,848 | $2,315-20.2% | $3,023-38.9% | $2,671-30.8% |
| Participant deferral / active EE | $2,488 | $3,319-25.0% | $4,437-43.9% | $4,126-39.7% |
| Admin fee / account holder | $2,261 | $4,114-45.0% | $5,613-59.7% | $5,650-60.0% |