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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 | $55,637 | $180,749-69.2% | $160,784-65.4% | $137,256-59.5% |
| Participation rate | 88.2% | 80.0%+8.3pp | 77.0%+11.3pp | 80.0%+8.3pp |
| Annual return | 15.61% | 2234.46%-2218.9pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,067 | $4,155-50.3% | $3,733-44.6% | $4,156-50.3% |
| Participant deferral / active EE | $4,556 | $6,844-33.4% | $6,293-27.6% | $6,407-28.9% |
| Admin fee / account holder | $2,609 | $10,397-74.9% | $9,717-73.1% | $12,270-78.7% |