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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 | $29,229 | $108,882-73.2% | $96,754-69.8% | $154,746-81.1% |
| Participation rate | 95.8% | 75.1%+20.8pp | 70.3%+25.6pp | 80.7%+15.1pp |
| Annual return | 11.15% | 98.39%-87.2pp | 82.04%-70.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,770 | $3,018-41.4% | $2,679-33.9% | $4,379-59.6% |
| Participant deferral / active EE | $4,037 | $5,323-24.2% | $4,758-15.2% | $6,730-40.0% |
| Admin fee / account holder | $964 | $10,200-90.6% | $8,905-89.2% | $14,365-93.3% |