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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 | $38,061 | $102,429-62.8% | $147,096-74.1% | $80,925-53.0% |
| Participation rate | 92.7% | 75.9%+16.9pp | 82.2%+10.5pp | 67.7%+25.1pp |
| Annual return | 14.73% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $2,089 | $3,716-43.8% | $4,936-57.7% | $2,756-24.2% |
| Participant deferral / active EE | $4,791 | $6,649-27.9% | $8,071-40.6% | $4,299+11.5% |
| Admin fee / account holder | $573 | $7,957-92.8% | $13,005-95.6% | $6,940-91.7% |