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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 | $70,640 | $57,057+23.8% | $85,009-16.9% | $80,874-12.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 51.33% | 21.66%+29.7pp | 66.47%-15.1pp | 35.62%+15.7pp |
| Employer contribution / active EE | $1,381 | $1,799-23.2% | $2,728-49.4% | $2,756-49.9% |
| Participant deferral / active EE | $1,359 | $3,112-56.3% | $4,522-69.9% | $4,297-68.4% |
| Admin fee / account holder | $1,605 | $4,986-67.8% | $6,153-73.9% | $6,935-76.9% |