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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 | $42,913 | $85,766-50.0% | $136,295-68.5% | $70,131-38.8% |
| Participation rate | 76.3% | 74.2%+2.1pp | 81.9%-5.7pp | 69.5%+6.7pp |
| Annual return | 18.59% | 31.45%-12.9pp | 5155.97%-5137.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $759 | $2,966-74.4% | $4,695-83.8% | $2,342-67.6% |
| Participant deferral / active EE | $6,965 | $5,051+37.9% | $6,247+11.5% | $3,332+109.0% |
| Admin fee / account holder | $1,818 | $5,420-66.5% | $9,243-80.3% | $4,645-60.9% |