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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 | $12,311 | $57,140-78.5% | $85,240-85.6% | $80,959-84.8% |
| Participation rate | 80.6% | 56.4%+24.2pp | 67.5%+13.1pp | 67.7%+13.0pp |
| Annual return | 20.49% | 21.71%-1.2pp | 66.75%-46.3pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,429 | $3,115+42.2% | $4,527-2.2% | $4,300+3.0% |
| Admin fee / account holder | $3,228 | $4,992-35.3% | $6,165-47.6% | $6,925-53.4% |