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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 | $56,629 | $78,707-28.0% | $117,861-52.0% | $70,126-19.2% |
| Participation rate | 94.4% | 73.2%+21.3pp | 79.7%+14.8pp | 69.5%+24.9pp |
| Annual return | 17.28% | 23.30%-6.0pp | 335.11%-317.8pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,437 | $2,223+9.6% | $3,786-35.6% | $2,343+4.0% |
| Participant deferral / active EE | $3,023 | $3,297-8.3% | $4,482-32.6% | $3,332-9.3% |
| Admin fee / account holder | $15,512 | $5,066+206.2% | $8,021+93.4% | $4,645+233.9% |