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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 | $18,553 | $29,319-36.7% | $52,425-64.6% | $82,448-77.5% |
| Participation rate | 88.0% | 46.9%+41.1pp | 55.6%+32.4pp | 68.1%+19.9pp |
| Annual return | 17.35% | 535.20%-517.8pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,018 | $586+73.5% | $914+11.3% | $2,551-60.1% |
| Participant deferral / active EE | $3,304 | $1,171+182.1% | $1,790+84.5% | $4,139-20.2% |
| Admin fee / account holder | $1,191 | $1,962-39.3% | $2,495-52.3% | $7,234-83.5% |