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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 | $38,392 | $88,672-56.7% | $105,223-63.5% | $82,448-53.4% |
| Participation rate | 98.8% | 67.9%+30.9pp | 75.0%+23.8pp | 68.1%+30.8pp |
| Annual return | 21.13% | 30.86%-9.7pp | 180.65%-159.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $7,692 | $3,048+152.4% | $3,689+108.5% | $2,551+201.5% |
| Participant deferral / active EE | $3,022 | $4,036-25.1% | $5,072-40.4% | $4,139-27.0% |
| Admin fee / account holder | $3,520 | $7,146-50.7% | $8,859-60.3% | $7,234-51.3% |