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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 | $29,214 | $108,882-73.2% | $96,754-69.8% | $154,746-81.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 15.93% | 98.39%-82.5pp | 82.04%-66.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $6,665 | $3,018+120.8% | $2,679+148.8% | $4,379+52.2% |
| Participant deferral / active EE | $7,282 | $5,323+36.8% | $4,758+53.0% | $6,730+8.2% |
| Admin fee / account holder | $7,818 | $10,200-23.4% | $8,905-12.2% | $14,365-45.6% |