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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 | $35,376 | $100,139-64.7% | $85,187-58.5% | $145,884-75.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 11.23% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,282 | $3,238+1.3% | $2,732+20.1% | $4,662-29.6% |
| Participant deferral / active EE | $1,936 | $5,296-63.4% | $4,525-57.2% | $6,690-71.1% |
| Admin fee / account holder | $2,490 | $7,262-65.7% | $6,162-59.6% | $13,392-81.4% |