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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 | $25,086 | $77,920-67.8% | $149,723-83.2% | $75,177-66.6% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.50%-118.8pp | 160.75%-145.0pp |
| Employer contribution / active EE | $1,123 | $3,138-64.2% | $4,821-76.7% | $2,671-58.0% |
| Participant deferral / active EE | $2,118 | $3,411-37.9% | $5,682-62.7% | $4,126-48.7% |
| Admin fee / account holder | $1,565 | $5,951-73.7% | $13,215-88.2% | $5,651-72.3% |