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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 | $59,888 | $63,346-5.5% | $92,240-35.1% | $70,126-14.6% |
| Participation rate | 78.9% | 68.7%+10.3pp | 76.5%+2.5pp | 69.5%+9.4pp |
| Annual return | 13.31% | 530.19%-516.9pp | 176.29%-163.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,502 | $2,471-39.2% | $3,680-59.2% | $2,343-35.9% |
| Participant deferral / active EE | $3,328 | $2,854+16.6% | $3,897-14.6% | $3,332-0.1% |
| Admin fee / account holder | $12,145 | $3,841+216.2% | $5,194+133.8% | $4,645+161.4% |