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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 | $50,254 | $65,361-23.1% | $92,903-45.9% | $72,983-31.1% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.8pp |
| Annual return | 87.45% | 42.11%+45.3pp | 109.43%-22.0pp | 81.01%+6.4pp |
| Employer contribution / active EE | $3,430 | $2,594+32.2% | $3,653-6.1% | $2,440+40.6% |
| Participant deferral / active EE | $7,744 | $3,128+147.5% | $4,238+82.7% | $3,608+114.7% |
| Admin fee / account holder | $448 | $4,251-89.5% | $5,795-92.3% | $5,124-91.3% |