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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 | $56,246 | $125,190-55.1% | $105,624-46.7% | $145,897-61.4% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 11.31% | 225.22%-213.9pp | 116.20%-104.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,743 | $3,720-26.3% | $3,168-13.4% | $4,663-41.2% |
| Participant deferral / active EE | $6,265 | $5,716+9.6% | $5,013+25.0% | $6,689-6.3% |
| Admin fee / account holder | $3,750 | $17,138-78.1% | $10,961-65.8% | $13,390-72.0% |