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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 | $57,630 | $79,449-27.5% | $189,575-69.6% | $85,847-32.9% |
| Participation rate | 97.5% | 66.0%+31.5pp | 78.4%+19.1pp | 69.3%+28.2pp |
| Annual return | 13.38% | 18.45%-5.1pp | 64.19%-50.8pp | 318.61%-305.2pp |
| Employer contribution / active EE | $3,103 | $2,081+49.1% | $4,412-29.7% | $2,565+21.0% |
| Participant deferral / active EE | $5,170 | $4,051+27.6% | $6,174-16.3% | $3,952+30.8% |
| Admin fee / account holder | $1,824 | $5,377-66.1% | $9,806-81.4% | $6,261-70.9% |