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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 | $79,084 | $102,422-22.8% | $147,117-46.2% | $80,959-2.3% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 16.36% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,849 | $3,717+30.4% | $4,932-1.7% | $2,757+75.9% |
| Participant deferral / active EE | $12,139 | $6,652+82.5% | $8,065+50.5% | $4,300+182.3% |
| Admin fee / account holder | $3,005 | $7,953-62.2% | $12,993-76.9% | $6,925-56.6% |