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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 | $38,858 | $80,812-51.9% | $160,784-75.8% | $82,448-52.9% |
| Participation rate | 70.6% | 66.2%+4.4pp | 77.0%-6.4pp | 68.1%+2.5pp |
| Annual return | 15.13% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,685 | $2,174+23.5% | $3,733-28.1% | $2,551+5.2% |
| Participant deferral / active EE | $4,294 | $4,335-1.0% | $6,293-31.8% | $4,139+3.7% |
| Admin fee / account holder | $4,558 | $7,695-40.8% | $9,717-53.1% | $7,234-37.0% |