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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 | $59,537 | $63,703-6.5% | $93,063-36.0% | $82,448-27.8% |
| Participation rate | 96.0% | 63.8%+32.2pp | 72.1%+23.9pp | 68.1%+27.9pp |
| Annual return | 18.21% | -775.43%+793.6pp | 34.15%-15.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $5,998 | $1,729+247.0% | $2,476+142.3% | $2,551+135.1% |
| Participant deferral / active EE | $15,967 | $2,919+447.0% | $3,958+303.4% | $4,139+285.7% |
| Admin fee / account holder | $10,804 | $5,982+80.6% | $6,033+79.1% | $7,234+49.3% |