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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 | $51,276 | $85,766-40.2% | $136,298-62.4% | $70,126-26.9% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 18.15% | 31.46%-13.3pp | 5156.27%-5138.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $4,632 | $2,966+56.2% | $4,696-1.4% | $2,343+97.7% |
| Participant deferral / active EE | $7,901 | $5,051+56.4% | $6,247+26.5% | $3,332+137.2% |
| Admin fee / account holder | $6,111 | $5,421+12.7% | $9,244-33.9% | $4,645+31.6% |