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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 | $34,117 | $55,902-39.0% | $76,030-55.1% | $80,959-57.9% |
| Participation rate | 93.5% | 62.1%+31.4pp | 69.1%+24.4pp | 67.7%+25.8pp |
| Annual return | 11.40% | 20.59%-9.2pp | 361.54%-350.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $2,534 | $1,867+35.8% | $2,688-5.7% | $2,757-8.1% |
| Participant deferral / active EE | $7,096 | $3,051+132.6% | $4,257+66.7% | $4,300+65.0% |
| Admin fee / account holder | $329 | $5,239-93.7% | $6,421-94.9% | $6,925-95.3% |