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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 | $40,845 | $67,823-39.8% | $52,425-22.1% | $137,256-70.2% |
| Participation rate | 89.5% | 63.9%+25.6pp | 55.6%+33.9pp | 80.0%+9.5pp |
| Annual return | 17.00% | 219.11%-202.1pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $6,864 | $1,163+490.2% | $914+650.8% | $4,156+65.2% |
| Participant deferral / active EE | $3,843 | $2,288+68.0% | $1,790+114.7% | $6,407-40.0% |
| Admin fee / account holder | $1,969 | $2,844-30.8% | $2,495-21.1% | $12,270-84.0% |