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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 | $28,284 | $89,370-68.4% | $141,197-80.0% | $72,976-61.2% |
| Participation rate | 73.2% | 75.1%-2.0pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 88.06% | 111.88%-23.8pp | 71.41%+16.7pp | 81.02%+7.0pp |
| Employer contribution / active EE | $1,210 | $3,115-61.1% | $4,736-74.4% | $2,440-50.4% |
| Participant deferral / active EE | $7,011 | $5,419+29.4% | $6,710+4.5% | $3,608+94.3% |
| Admin fee / account holder | $465 | $5,957-92.2% | $10,265-95.5% | $5,124-90.9% |