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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 | $63,804 | $102,422-37.7% | $147,117-56.6% | $80,959-21.2% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 17.38% | 135.16%-117.8pp | 420.54%-403.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,801 | $3,717+29.2% | $4,932-2.7% | $2,757+74.1% |
| Participant deferral / active EE | $13,257 | $6,652+99.3% | $8,065+64.4% | $4,300+208.3% |
| Admin fee / account holder | $7,601 | $7,953-4.4% | $12,993-41.5% | $6,925+9.8% |