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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 | $45,261 | $72,071-37.2% | $68,368-33.8% | $137,256-67.0% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.0%+14.5pp |
| Annual return | 18.12% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,805 | $2,788+0.6% | $2,649+5.9% | $4,156-32.5% |
| Participant deferral / active EE | $6,761 | $4,410+53.3% | $4,123+64.0% | $6,407+5.5% |
| Admin fee / account holder | $12,922 | $5,336+142.2% | $5,150+150.9% | $12,270+5.3% |