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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 | $64,646 | $105,200-38.5% | $159,474-59.5% | $85,847-24.7% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 16.51% | 45.08%-28.6pp | 263.68%-247.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $2,304 | $3,319-30.6% | $4,831-52.3% | $2,565-10.2% |
| Participant deferral / active EE | $7,201 | $5,946+21.1% | $7,353-2.1% | $3,952+82.2% |
| Admin fee / account holder | $6,529 | $6,934-5.9% | $10,802-39.6% | $6,261+4.3% |