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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 | $62,793 | $85,171-26.3% | $172,753-63.7% | $72,976-14.0% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.6%+7.9pp | 69.5%+21.1pp |
| Annual return | 20.25% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $1,392 | $3,324-58.1% | $5,144-72.9% | $2,440-42.9% |
| Participant deferral / active EE | $3,598 | $3,260+10.4% | $5,198-30.8% | $3,608-0.3% |
| Admin fee / account holder | $1,918 | $5,880-67.4% | $13,956-86.3% | $5,124-62.6% |