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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 | $65,161 | $85,766-24.0% | $136,297-52.2% | $70,131-7.1% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 17.44% | 31.45%-14.0pp | 5156.16%-5138.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,755 | $2,966-40.8% | $4,696-62.6% | $2,342-25.1% |
| Participant deferral / active EE | $5,580 | $5,051+10.5% | $6,247-10.7% | $3,332+67.5% |
| Admin fee / account holder | $5,830 | $5,420+7.6% | $9,244-36.9% | $4,645+25.5% |