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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 | $27,800 | $63,346-56.1% | $92,240-69.9% | $70,126-60.4% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 18.31% | 530.19%-511.9pp | 176.29%-158.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $2,288 | $2,471-7.4% | $3,680-37.8% | $2,343-2.3% |
| Participant deferral / active EE | $3,298 | $2,854+15.6% | $3,897-15.4% | $3,332-1.0% |
| Admin fee / account holder | $806 | $3,841-79.0% | $5,194-84.5% | $4,645-82.6% |