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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 | $59,031 | $85,766-31.2% | $136,298-56.7% | $70,126-15.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 28.30% | 31.46%-3.2pp | 5156.27%-5128.0pp | 73.15%-44.8pp |
| Employer contribution / active EE | $2,381 | $2,966-19.7% | $4,696-49.3% | $2,343+1.6% |
| Participant deferral / active EE | $6,375 | $5,051+26.2% | $6,247+2.0% | $3,332+91.3% |
| Admin fee / account holder | $5,248 | $5,421-3.2% | $9,244-43.2% | $4,645+13.0% |