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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 | $27,122 | $112,933-76.0% | $90,970-70.2% | $158,982-82.9% |
| Participation rate | 95.5% | 74.7%+20.7pp | 69.0%+26.4pp | 82.0%+13.5pp |
| Annual return | 22.70% | 215.82%-193.1pp | 134.60%-111.9pp | 302.99%-280.3pp |
| Employer contribution / active EE | $1,728 | $2,893-40.3% | $2,122-18.6% | $4,763-63.7% |
| Participant deferral / active EE | $4,063 | $4,128-1.6% | $3,373+20.5% | $5,983-32.1% |
| Admin fee / account holder | $1,021 | $8,047-87.3% | $5,961-82.9% | $11,252-90.9% |