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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 | $44,761 | $77,164-42.0% | $178,014-74.9% | $80,874-44.7% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 13.28% | 18.09%-4.8pp | 294.80%-281.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $3,411 | $2,288+49.1% | $3,950-13.6% | $2,756+23.8% |
| Participant deferral / active EE | $7,513 | $4,408+70.4% | $6,276+19.7% | $4,297+74.8% |
| Admin fee / account holder | $4,659 | $7,164-35.0% | $10,362-55.0% | $6,935-32.8% |