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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 | $55,322 | $63,346-12.7% | $92,240-40.0% | $70,126-21.1% |
| Participation rate | 97.8% | 68.7%+29.1pp | 76.5%+21.3pp | 69.5%+28.2pp |
| Annual return | 20.99% | 530.19%-509.2pp | 176.29%-155.3pp | 73.15%-52.2pp |
| Employer contribution / active EE | $3,618 | $2,471+46.4% | $3,680-1.7% | $2,343+54.4% |
| Participant deferral / active EE | $2,613 | $2,854-8.4% | $3,897-32.9% | $3,332-21.6% |
| Admin fee / account holder | $1,965 | $3,841-48.8% | $5,194-62.2% | $4,645-57.7% |