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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 | $53,130 | $93,345-43.1% | $119,126-55.4% | $87,485-39.3% |
| Participation rate | 97.5% | 68.7%+28.7pp | 75.8%+21.7pp | 68.9%+28.5pp |
| Annual return | 16.52% | 19.08%-2.6pp | 282.11%-265.6pp | 26.06%-9.5pp |
| Employer contribution / active EE | $7,305 | $3,172+130.3% | $4,034+81.1% | $2,596+181.4% |
| Participant deferral / active EE | $6,025 | $4,099+47.0% | $5,318+13.3% | $4,274+41.0% |
| Admin fee / account holder | $4,733 | $8,039-41.1% | $10,693-55.7% | $7,775-39.1% |