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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 | $57,721 | $102,635-43.8% | $86,209-33.0% | $139,456-58.6% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 17.40% | 1923.53%-1906.1pp | 1169.05%-1151.7pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,455 | $3,034-19.1% | $2,381+3.1% | $4,753-48.4% |
| Participant deferral / active EE | $9,205 | $4,677+96.8% | $3,986+130.9% | $6,711+37.2% |
| Admin fee / account holder | $1,271 | $8,661-85.3% | $6,853-81.5% | $11,407-88.9% |