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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 | $30,910 | $124,314-75.1% | $109,163-71.7% | $167,518-81.5% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 17.08% | 26.04%-9.0pp | 25.75%-8.7pp | 478.71%-461.6pp |
| Employer contribution / active EE | $9,376 | $4,209+122.8% | $3,723+151.9% | $4,838+93.8% |
| Participant deferral / active EE | $5,447 | $5,256+3.6% | $4,654+17.0% | $6,342-14.1% |
| Admin fee / account holder | $782 | $7,973-90.2% | $6,754-88.4% | $12,312-93.6% |