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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 | $38,851 | $117,829-67.0% | $102,423-62.1% | $145,877-73.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 38.15% | 31.83%+6.3pp | 29.42%+8.7pp | 551.28%-513.1pp |
| Employer contribution / active EE | $2,865 | $3,615-20.7% | $3,023-5.2% | $4,663-38.6% |
| Participant deferral / active EE | $4,193 | $5,732-26.9% | $5,054-17.0% | $6,691-37.3% |
| Admin fee / account holder | $302 | $13,335-97.7% | $9,455-96.8% | $13,402-97.7% |