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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 | $36,649 | $85,060-56.9% | $70,565-48.1% | $139,487-73.7% |
| Participation rate | 92.9% | 73.9%+19.0pp | 68.4%+24.5pp | 80.3%+12.5pp |
| Annual return | 24.33% | 30.39%-6.1pp | 32.79%-8.5pp | 373.84%-349.5pp |
| Employer contribution / active EE | $10,932 | $3,912+179.4% | $2,976+267.4% | $4,755+129.9% |
| Participant deferral / active EE | $14,626 | $5,891+148.3% | $4,568+220.2% | $6,713+117.9% |
| Admin fee / account holder | $1,193 | $8,932-86.6% | $6,430-81.4% | $11,407-89.5% |