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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 | $27,189 | $58,311-53.4% | $81,882-66.8% | $80,959-66.4% |
| Participation rate | 93.2% | 63.5%+29.7pp | 72.4%+20.8pp | 67.7%+25.6pp |
| Annual return | 24.89% | 41.85%-17.0pp | 779.47%-754.6pp | 35.67%-10.8pp |
| Employer contribution / active EE | $5,253 | $2,347+123.9% | $2,916+80.1% | $2,757+90.5% |
| Participant deferral / active EE | $7,752 | $3,287+135.8% | $4,323+79.3% | $4,300+80.3% |
| Admin fee / account holder | $1,006 | $4,752-78.8% | $7,360-86.3% | $6,925-85.5% |