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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 | $46,563 | $102,385-54.5% | $147,080-68.3% | $80,935-42.5% |
| Participation rate | 97.1% | 75.9%+21.3pp | 82.2%+15.0pp | 67.7%+29.5pp |
| Annual return | 14.39% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,982 | $3,717-46.7% | $4,933-59.8% | $2,757-28.1% |
| Participant deferral / active EE | $4,178 | $6,651-37.2% | $8,066-48.2% | $4,299-2.8% |
| Admin fee / account holder | $3,334 | $7,951-58.1% | $12,989-74.3% | $6,924-51.9% |