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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 | $47,708 | $102,422-53.4% | $147,117-67.6% | $80,959-41.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 16.83% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,892 | $3,717-49.1% | $4,932-61.6% | $2,757-31.4% |
| Participant deferral / active EE | $5,189 | $6,652-22.0% | $8,065-35.7% | $4,300+20.7% |
| Admin fee / account holder | $1,354 | $7,953-83.0% | $12,993-89.6% | $6,925-80.4% |