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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 | $36,228 | $29,736+21.8% | $56,033-35.3% | $80,935-55.2% |
| Participation rate | 89.5% | 41.7%+47.8pp | 52.5%+37.0pp | 67.7%+21.8pp |
| Annual return | 12.41% | 35.28%-22.9pp | 1711.38%-1699.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $4,015 | $671+498.0% | $1,041+285.7% | $2,757+45.7% |
| Participant deferral / active EE | $2,663 | $1,228+116.8% | $1,954+36.3% | $4,299-38.1% |
| Admin fee / account holder | $669 | $2,434-72.5% | $2,827-76.4% | $6,924-90.3% |