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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 | $40,566 | $121,677-66.7% | $104,625-61.2% | $158,966-74.5% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | 15.48% | 465.58%-450.1pp | 340.60%-325.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $3,007 | $3,165-5.0% | $2,681+12.1% | $4,762-36.9% |
| Participant deferral / active EE | $8,237 | $4,175+97.3% | $3,738+120.4% | $5,983+37.7% |
| Admin fee / account holder | $15,500 | $7,777+99.3% | $6,465+139.8% | $11,250+37.8% |