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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 | $17,519 | $100,073-82.5% | $85,126-79.4% | $145,877-88.0% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 13.63% | 84.11%-70.5pp | 66.63%-53.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $1,881 | $3,236-41.9% | $2,731-31.1% | $4,663-59.7% |
| Participant deferral / active EE | $3,064 | $5,294-42.1% | $4,523-32.3% | $6,691-54.2% |
| Admin fee / account holder | $1,407 | $7,261-80.6% | $6,160-77.2% | $13,402-89.5% |