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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 | $22,607 | $53,128-57.4% | $86,582-73.9% | $70,126-67.8% |
| Participation rate | 93.7% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 12.96% | 27.66%-14.7pp | 965.08%-952.1pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,140 | $2,068-44.9% | $2,839-59.9% | $2,343-51.3% |
| Participant deferral / active EE | $1,885 | $2,695-30.0% | $3,609-47.8% | $3,332-43.4% |
| Admin fee / account holder | $5,181 | $3,584+44.6% | $4,904+5.6% | $4,645+11.5% |