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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 | $67,412 | $98,766-31.7% | $149,730-55.0% | $79,852-15.6% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 13.67% | 27.43%-13.8pp | 276.70%-263.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,301 | $3,217-28.5% | $4,645-50.5% | $2,471-6.9% |
| Participant deferral / active EE | $3,663 | $5,681-35.5% | $6,843-46.5% | $3,740-2.1% |
| Admin fee / account holder | $27,023 | $6,052+346.5% | $9,310+190.2% | $5,306+409.3% |