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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 | $33,698 | $51,642-34.7% | $129,384-74.0% | $80,935-58.4% |
| Participation rate | 90.6% | 56.9%+33.7pp | 69.6%+21.0pp | 67.7%+23.0pp |
| Annual return | 15.22% | 20.78%-5.6pp | 9461.77%-9446.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $2,110 | $1,583+33.3% | $4,153-49.2% | $2,757-23.5% |
| Participant deferral / active EE | $4,090 | $2,670+53.2% | $4,166-1.8% | $4,299-4.9% |
| Admin fee / account holder | $1,474 | $4,312-65.8% | $7,686-80.8% | $6,924-78.7% |