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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 | $58,612 | $70,418-16.8% | $96,570-39.3% | $85,847-31.7% |
| Participation rate | 92.0% | 61.8%+30.2pp | 69.8%+22.2pp | 69.3%+22.7pp |
| Annual return | 15.68% | 18.59%-2.9pp | 37.79%-22.1pp | 318.61%-302.9pp |
| Employer contribution / active EE | $4,813 | $1,413+240.6% | $2,357+104.2% | $2,565+87.6% |
| Participant deferral / active EE | $3,731 | $2,894+28.9% | $3,849-3.1% | $3,952-5.6% |
| Admin fee / account holder | $720 | $4,995-85.6% | $6,182-88.4% | $6,261-88.5% |