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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 | $35,057 | $88,754-60.5% | $81,820-57.2% | $145,877-76.0% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.93% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,493 | $3,085-19.2% | $2,915-14.5% | $4,663-46.5% |
| Participant deferral / active EE | $7,918 | $4,648+70.4% | $4,323+83.2% | $6,691+18.4% |
| Admin fee / account holder | $459 | $8,424-94.5% | $7,391-93.8% | $13,402-96.6% |