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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 | $21,112 | $106,923-80.3% | $84,023-74.9% | $152,909-86.2% |
| Participation rate | 93.3% | 75.3%+18.1pp | 69.0%+24.3pp | 82.5%+10.9pp |
| Annual return | 34.64% | 105.02%-70.4pp | 71.32%-36.7pp | 345.46%-310.8pp |
| Employer contribution / active EE | $2,629 | $2,735-3.9% | $1,984+32.5% | $4,764-44.8% |
| Participant deferral / active EE | $7,153 | $4,013+78.3% | $3,239+120.8% | $5,851+22.3% |
| Admin fee / account holder | $602 | $8,289-92.7% | $6,102-90.1% | $11,601-94.8% |