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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 | $61,534 | $48,284+27.4% | $67,524-8.9% | $80,911-23.9% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.6%+24.0pp |
| Annual return | 15.54% | 18.27%-2.7pp | 3519.41%-3503.9pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,422 | $2,021+69.3% | $2,734+25.2% | $2,756+24.2% |
| Participant deferral / active EE | $7,324 | $2,927+150.3% | $4,001+83.0% | $4,297+70.4% |
| Admin fee / account holder | $1,468 | $3,688-60.2% | $4,001-63.3% | $6,935-78.8% |