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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 | $28,710 | $88,702-67.6% | $81,780-64.9% | $145,978-80.3% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 10.53% | 1029.12%-1018.6pp | 776.27%-765.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,670 | $3,084-13.4% | $2,914-8.4% | $4,662-42.7% |
| Participant deferral / active EE | $6,314 | $4,645+35.9% | $4,321+46.1% | $6,690-5.6% |
| Admin fee / account holder | $5,164 | $8,414-38.6% | $7,384-30.1% | $13,400-61.5% |