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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 | $29,773 | $70,684-57.9% | $169,397-82.4% | $75,177-60.4% |
| Participation rate | 88.6% | 64.8%+23.8pp | 77.2%+11.4pp | 67.2%+21.4pp |
| Annual return | 19.62% | 36.38%-16.8pp | 406.23%-386.6pp | 160.75%-141.1pp |
| Employer contribution / active EE | $2,564 | $2,211+16.0% | $4,013-36.1% | $2,671-4.0% |
| Participant deferral / active EE | $6,442 | $4,310+49.5% | $6,223+3.5% | $4,126+56.1% |
| Admin fee / account holder | $1,397 | $5,404-74.2% | $9,017-84.5% | $5,651-75.3% |