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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 | $36,675 | $88,702-58.7% | $81,780-55.2% | $145,978-74.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.4%+22.6pp | 80.3%+14.7pp |
| Annual return | 12.13% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,438 | $3,084-21.0% | $2,914-16.3% | $4,662-47.7% |
| Participant deferral / active EE | $5,708 | $4,645+22.9% | $4,321+32.1% | $6,690-14.7% |
| Admin fee / account holder | $3,914 | $8,414-53.5% | $7,384-47.0% | $13,400-70.8% |