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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 | $54,200 | $85,171-36.4% | $172,753-68.6% | $72,976-25.7% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 20.43% | 27.32%-6.9pp | 803.00%-782.6pp | 81.02%-60.6pp |
| Employer contribution / active EE | $2,490 | $3,324-25.1% | $5,144-51.6% | $2,440+2.0% |
| Participant deferral / active EE | $4,968 | $3,260+52.4% | $5,198-4.4% | $3,608+37.7% |
| Admin fee / account holder | $1,645 | $5,880-72.0% | $13,956-88.2% | $5,124-67.9% |