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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 | $21,366 | $51,638-58.6% | $68,368-68.7% | $82,448-74.1% |
| Participation rate | 79.2% | 63.6%+15.6pp | 73.8%+5.4pp | 68.1%+11.1pp |
| Annual return | 23.58% | 37.53%-14.0pp | 292.57%-269.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,846 | $2,047+39.1% | $2,649+7.4% | $2,551+11.6% |
| Participant deferral / active EE | $5,948 | $2,914+104.1% | $4,123+44.3% | $4,139+43.7% |
| Admin fee / account holder | $2,512 | $4,643-45.9% | $5,150-51.2% | $7,234-65.3% |