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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 | $23,917 | $114,119-79.0% | $107,187-77.7% | $138,895-82.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 79.9%+15.1pp |
| Annual return | 51.07% | 273.21%-222.1pp | 204.55%-153.5pp | 145.39%-94.3pp |
| Employer contribution / active EE | $1,995 | $4,059-50.8% | $3,782-47.2% | $4,194-52.4% |
| Participant deferral / active EE | $3,689 | $5,538-33.4% | $5,096-27.6% | $6,396-42.3% |
| Admin fee / account holder | $4,810 | $10,024-52.0% | $9,162-47.5% | $12,562-61.7% |