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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 | $32,614 | $58,828-44.6% | $78,002-58.2% | $62,881-48.1% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 6.06% | 17.16%-11.1pp | 425.99%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,778 | $1,672+66.2% | $2,470+12.5% | $2,281+21.8% |
| Participant deferral / active EE | $1,577 | $2,686-41.3% | $3,497-54.9% | $3,203-50.7% |
| Admin fee / account holder | $334 | $4,393-92.4% | $5,481-93.9% | $4,296-92.2% |