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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 | $32,893 | $70,366-53.3% | $66,674-50.7% | $138,895-76.3% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.7%+21.6pp | 79.9%+15.3pp |
| Annual return | 15.67% | 386.41%-370.7pp | 321.24%-305.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,716 | $2,765-1.8% | $2,620+3.7% | $4,194-35.2% |
| Participant deferral / active EE | $2,440 | $4,374-44.2% | $4,084-40.3% | $6,396-61.9% |
| Admin fee / account holder | $2,332 | $5,262-55.7% | $5,098-54.3% | $12,562-81.4% |