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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 | $29,239 | $124,330-76.5% | $109,173-73.2% | $167,536-82.5% |
| Participation rate | 83.3% | 79.5%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 12.73% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,674 | $4,209-60.2% | $3,723-55.0% | $4,839-65.4% |
| Participant deferral / active EE | $2,757 | $5,256-47.5% | $4,654-40.8% | $6,342-56.5% |
| Admin fee / account holder | $868 | $7,974-89.1% | $6,755-87.2% | $12,315-93.0% |