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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 | $41,513 | $85,171-51.3% | $172,753-76.0% | $72,976-43.1% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.4pp |
| Annual return | 18.40% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $2,509 | $3,324-24.5% | $5,144-51.2% | $2,440+2.8% |
| Participant deferral / active EE | $2,949 | $3,260-9.5% | $5,198-43.3% | $3,608-18.3% |
| Admin fee / account holder | $3,064 | $5,880-47.9% | $13,956-78.0% | $5,124-40.2% |