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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 | $37,194 | $61,125-39.2% | $94,057-60.5% | $87,485-57.5% |
| Participation rate | 87.3% | 64.1%+23.2pp | 73.3%+14.0pp | 68.9%+18.4pp |
| Annual return | 17.25% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.8pp |
| Employer contribution / active EE | $3,310 | $2,136+54.9% | $2,933+12.8% | $2,596+27.5% |
| Participant deferral / active EE | $8,364 | $3,260+156.6% | $4,709+77.6% | $4,274+95.7% |
| Admin fee / account holder | $2,449 | $5,629-56.5% | $7,244-66.2% | $7,775-68.5% |