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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 | $48,718 | $102,422-52.4% | $147,117-66.9% | $80,959-39.8% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 11.88% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,680 | $3,717-1.0% | $4,932-25.4% | $2,757+33.5% |
| Participant deferral / active EE | $6,864 | $6,652+3.2% | $8,065-14.9% | $4,300+59.6% |
| Admin fee / account holder | $9,948 | $7,953+25.1% | $12,993-23.4% | $6,925+43.6% |