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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 | $8,320 | $23,330-64.3% | $64,489-87.1% | $82,448-89.9% |
| Participation rate | 74.2% | 68.3%+5.9pp | 67.7%+6.5pp | 68.1%+6.1pp |
| Annual return | 17.35% | 83.66%-66.3pp | 55.03%-37.7pp | 41.64%-24.3pp |
| Employer contribution / active EE | $600 | $824-27.2% | $1,523-60.6% | $2,551-76.5% |
| Participant deferral / active EE | $1,619 | $1,707-5.2% | $2,778-41.7% | $4,139-60.9% |
| Admin fee / account holder | $1,042 | $2,946-64.6% | $4,260-75.5% | $7,234-85.6% |