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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 | $65,409 | $67,823-3.6% | $52,425+24.8% | $137,256-52.3% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 17.06% | 219.11%-202.0pp | 302.12%-285.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $973 | $1,163-16.4% | $914+6.4% | $4,156-76.6% |
| Participant deferral / active EE | $5,620 | $2,288+145.6% | $1,790+213.9% | $6,407-12.3% |
| Admin fee / account holder | $1,672 | $2,844-41.2% | $2,495-33.0% | $12,270-86.4% |