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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 | $38,056 | $96,388-60.5% | $80,627-52.8% | $139,466-72.7% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 24.51% | 1352.08%-1327.6pp | 936.76%-912.3pp | 373.66%-349.2pp |
| Employer contribution / active EE | $3,271 | $3,260+0.3% | $2,723+20.1% | $4,754-31.2% |
| Participant deferral / active EE | $7,959 | $5,224+52.3% | $4,443+79.1% | $6,712+18.6% |
| Admin fee / account holder | $887 | $6,603-86.6% | $5,381-83.5% | $11,409-92.2% |