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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 | $30,442 | $77,164-60.5% | $178,014-82.9% | $80,874-62.4% |
| Participation rate | 92.8% | 65.7%+27.0pp | 77.1%+15.7pp | 67.6%+25.1pp |
| Annual return | 26.74% | 18.09%+8.6pp | 294.80%-268.1pp | 35.62%-8.9pp |
| Employer contribution / active EE | $2,474 | $2,288+8.2% | $3,950-37.4% | $2,756-10.2% |
| Participant deferral / active EE | $3,957 | $4,408-10.2% | $6,276-36.9% | $4,297-7.9% |
| Admin fee / account holder | $2,849 | $7,164-60.2% | $10,362-72.5% | $6,935-58.9% |