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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 | $41,213 | $61,816-33.3% | $97,260-57.6% | $80,935-49.1% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.7%+14.8pp | 67.7%+19.8pp |
| Annual return | 10.80% | -558.73%+569.5pp | 75.54%-64.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,255 | $1,836+22.8% | $2,721-17.1% | $2,757-18.2% |
| Participant deferral / active EE | $8,311 | $3,027+174.6% | $4,262+95.0% | $4,299+93.3% |
| Admin fee / account holder | $15,651 | $5,166+203.0% | $5,640+177.5% | $6,924+126.0% |