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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 | $43,084 | $58,234-26.0% | $81,783-47.3% | $80,874-46.7% |
| Participation rate | 83.5% | 63.4%+20.1pp | 72.4%+11.2pp | 67.6%+15.9pp |
| Annual return | 14.96% | 41.70%-26.7pp | 775.05%-760.1pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,665 | $2,341+13.8% | $2,913-8.5% | $2,756-3.3% |
| Participant deferral / active EE | $5,449 | $3,283+66.0% | $4,320+26.1% | $4,297+26.8% |
| Admin fee / account holder | $4,045 | $4,982-18.8% | $7,380-45.2% | $6,935-41.7% |