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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 | $32,995 | $90,397-63.5% | $76,002-56.6% | $145,959-77.4% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 11.34% | 621.97%-610.6pp | 360.07%-348.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $8,811 | $3,317+165.6% | $2,688+227.8% | $4,661+89.1% |
| Participant deferral / active EE | $6,971 | $5,163+35.0% | $4,257+63.8% | $6,689+4.2% |
| Admin fee / account holder | $9,071 | $8,369+8.4% | $6,414+41.4% | $13,398-32.3% |