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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 | $26,621 | $99,995-73.4% | $85,063-68.7% | $145,978-81.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 13.85% | 83.99%-70.1pp | 66.54%-52.7pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,576 | $3,231-51.2% | $2,727-42.2% | $4,662-66.2% |
| Participant deferral / active EE | $3,652 | $5,295-31.0% | $4,523-19.3% | $6,690-45.4% |
| Admin fee / account holder | $934 | $7,255-87.1% | $6,155-84.8% | $13,400-93.0% |