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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 | $102,385-61.1% | $147,080-72.9% | $80,935-50.8% |
| Participation rate | 85.4% | 75.9%+9.5pp | 82.2%+3.2pp | 67.7%+17.8pp |
| Annual return | 20.09% | 135.09%-115.0pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $2,877 | $3,717-22.6% | $4,933-41.7% | $2,757+4.4% |
| Participant deferral / active EE | $7,638 | $6,651+14.8% | $8,066-5.3% | $4,299+77.6% |
| Admin fee / account holder | $2,523 | $7,951-68.3% | $12,989-80.6% | $6,924-63.6% |