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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 | $34,713 | $55,930-37.9% | $76,089-54.4% | $80,925-57.1% |
| Participation rate | 95.6% | 62.1%+33.5pp | 69.1%+26.5pp | 67.7%+27.9pp |
| Annual return | 11.89% | 20.58%-8.7pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,111 | $1,866-40.5% | $2,690-58.7% | $2,756-59.7% |
| Participant deferral / active EE | $1,459 | $3,051-52.2% | $4,259-65.8% | $4,299-66.1% |
| Admin fee / account holder | $9,029 | $5,241+72.3% | $6,418+40.7% | $6,940+30.1% |