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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 | $53,929 | $55,889-3.5% | $76,119-29.2% | $80,935-33.4% |
| Participation rate | 81.7% | 62.1%+19.6pp | 69.1%+12.6pp | 67.7%+14.0pp |
| Annual return | 11.72% | 20.58%-8.9pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,303 | $1,866+77.0% | $2,693+22.7% | $2,757+19.8% |
| Participant deferral / active EE | $7,034 | $3,051+130.5% | $4,259+65.2% | $4,299+63.6% |
| Admin fee / account holder | $3,694 | $5,241-29.5% | $6,421-42.5% | $6,924-46.7% |