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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 | $48,444 | $97,765-50.4% | $103,486-53.2% | $145,884-66.8% |
| Participation rate | 94.4% | 81.1%+13.3pp | 80.5%+13.9pp | 80.3%+14.1pp |
| Annual return | 16.60% | 25.44%-8.8pp | 23.93%-7.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $6,270 | $4,687+33.8% | $4,679+34.0% | $4,662+34.5% |
| Participant deferral / active EE | $2,236 | $6,606-66.2% | $6,628-66.3% | $6,690-66.6% |
| Admin fee / account holder | $3,661 | $12,505-70.7% | $9,354-60.9% | $13,392-72.7% |