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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 | $26,357 | $90,397-70.8% | $76,002-65.3% | $145,959-81.9% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 9.97% | 621.97%-612.0pp | 360.07%-350.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,117 | $3,317-36.2% | $2,688-21.2% | $4,661-54.6% |
| Participant deferral / active EE | $3,529 | $5,163-31.7% | $4,257-17.1% | $6,689-47.2% |
| Admin fee / account holder | $1,812 | $8,369-78.4% | $6,414-71.8% | $13,398-86.5% |