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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 | $44,961 | $99,994-55.0% | $146,647-69.3% | $85,851-47.6% |
| Participation rate | 97.3% | 73.1%+24.2pp | 80.1%+17.2pp | 69.3%+28.0pp |
| Annual return | 20.81% | 18.93%+1.9pp | 22.75%-1.9pp | 318.63%-297.8pp |
| Employer contribution / active EE | $3,027 | $2,559+18.3% | $4,137-26.8% | $2,565+18.0% |
| Participant deferral / active EE | $4,551 | $4,006+13.6% | $5,506-17.4% | $3,952+15.1% |
| Admin fee / account holder | $1,409 | $7,703-81.7% | $10,281-86.3% | $6,261-77.5% |