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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 | $53,913 | $58,828-8.4% | $78,002-30.9% | $62,881-14.3% |
| Participation rate | 96.2% | 71.1%+25.1pp | 75.5%+20.6pp | 69.3%+26.8pp |
| Annual return | 7.36% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,117 | $1,672+325.7% | $2,470+188.1% | $2,281+212.0% |
| Participant deferral / active EE | $5,421 | $2,686+101.9% | $3,497+55.0% | $3,203+69.3% |
| Admin fee / account holder | $11,387 | $4,393+159.2% | $5,481+107.8% | $4,296+165.1% |