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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 | $56,285 | $102,393-45.0% | $147,041-61.7% | $80,911-30.4% |
| Participation rate | 81.4% | 75.9%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 14.47% | 134.95%-120.5pp | 419.21%-404.7pp | 35.63%-21.2pp |
| Employer contribution / active EE | $4,551 | $3,715+22.5% | $4,935-7.8% | $2,756+65.1% |
| Participant deferral / active EE | $6,662 | $6,647+0.2% | $8,071-17.5% | $4,297+55.0% |
| Admin fee / account holder | $2,761 | $7,943-65.2% | $13,006-78.8% | $6,935-60.2% |