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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 | $36,151 | $85,766-57.8% | $136,298-73.5% | $70,126-48.4% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 17.76% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $2,237 | $2,966-24.6% | $4,696-52.4% | $2,343-4.5% |
| Participant deferral / active EE | $3,575 | $5,051-29.2% | $6,247-42.8% | $3,332+7.3% |
| Admin fee / account holder | $2,392 | $5,421-55.9% | $9,244-74.1% | $4,645-48.5% |