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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 | $33,773 | $88,672-61.9% | $105,223-67.9% | $82,448-59.0% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 23.17% | 30.86%-7.7pp | 180.65%-157.5pp | 41.64%-18.5pp |
| Employer contribution / active EE | $3,457 | $3,048+13.4% | $3,689-6.3% | $2,551+35.5% |
| Participant deferral / active EE | $5,441 | $4,036+34.8% | $5,072+7.3% | $4,139+31.4% |
| Admin fee / account holder | $826 | $7,146-88.4% | $8,859-90.7% | $7,234-88.6% |