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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 | $14,964 | $53,128-71.8% | $86,581-82.7% | $70,124-78.7% |
| Participation rate | 88.5% | 65.3%+23.2pp | 73.5%+14.9pp | 69.5%+18.9pp |
| Annual return | 17.73% | 27.66%-9.9pp | 965.06%-947.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,233 | $2,068-40.4% | $2,840-56.6% | $2,342-47.4% |
| Participant deferral / active EE | $2,102 | $2,695-22.0% | $3,609-41.7% | $3,332-36.9% |
| Admin fee / account holder | $1,993 | $3,584-44.4% | $4,904-59.4% | $4,645-57.1% |