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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 | $53,538 | $78,707-32.0% | $117,861-54.6% | $70,126-23.7% |
| Participation rate | 95.6% | 73.2%+22.4pp | 79.7%+15.9pp | 69.5%+26.0pp |
| Annual return | 14.24% | 23.30%-9.1pp | 335.11%-320.9pp | 73.15%-58.9pp |
| Employer contribution / active EE | $1,289 | $2,223-42.0% | $3,786-66.0% | $2,343-45.0% |
| Participant deferral / active EE | $3,136 | $3,297-4.9% | $4,482-30.0% | $3,332-5.9% |
| Admin fee / account holder | $687 | $5,066-86.4% | $8,021-91.4% | $4,645-85.2% |