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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 | $39,840 | $102,382-61.1% | $147,005-72.9% | $80,874-50.7% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 20.09% | 134.89%-114.8pp | 418.76%-398.7pp | 35.62%-15.5pp |
| Employer contribution / active EE | $2,877 | $3,715-22.5% | $4,934-41.7% | $2,756+4.4% |
| Participant deferral / active EE | $7,638 | $6,646+14.9% | $8,070-5.4% | $4,297+77.7% |
| Admin fee / account holder | $2,523 | $7,942-68.2% | $13,006-80.6% | $6,935-63.6% |