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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 | $47,788 | $102,422-53.3% | $147,117-67.5% | $80,959-41.0% |
| Participation rate | 97.3% | 75.9%+21.5pp | 82.2%+15.1pp | 67.7%+29.7pp |
| Annual return | 13.96% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $3,112 | $3,717-16.3% | $4,932-36.9% | $2,757+12.9% |
| Participant deferral / active EE | $5,888 | $6,652-11.5% | $8,065-27.0% | $4,300+36.9% |
| Admin fee / account holder | $3,514 | $7,953-55.8% | $12,993-73.0% | $6,925-49.3% |