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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 | $34,375 | $100,139-65.7% | $85,187-59.6% | $145,884-76.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 18.08% | 84.15%-66.1pp | 66.67%-48.6pp | 551.85%-533.8pp |
| Employer contribution / active EE | $4,719 | $3,238+45.7% | $2,732+72.7% | $4,662+1.2% |
| Participant deferral / active EE | $10,690 | $5,296+101.9% | $4,525+136.3% | $6,690+59.8% |
| Admin fee / account holder | $3,353 | $7,262-53.8% | $6,162-45.6% | $13,392-75.0% |