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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 | $15,614 | $103,000-84.8% | $90,300-82.7% | $152,885-89.8% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 22.17% | 95.19%-73.0pp | 78.11%-55.9pp | 345.39%-323.2pp |
| Employer contribution / active EE | $2,538 | $3,138-19.1% | $2,854-11.1% | $4,763-46.7% |
| Participant deferral / active EE | $4,621 | $4,281+8.0% | $3,884+19.0% | $5,851-21.0% |
| Admin fee / account holder | $6,959 | $6,173+12.7% | $5,353+30.0% | $11,598-40.0% |