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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 | $55,065 | $91,537-39.8% | $130,045-57.7% | $75,173-26.7% |
| Participation rate | 98.6% | 71.5%+27.2pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 21.64% | -631.55%+653.2pp | -137.30%+158.9pp | 160.72%-139.1pp |
| Employer contribution / active EE | $3,176 | $2,845+11.6% | $4,321-26.5% | $2,671+18.9% |
| Participant deferral / active EE | $8,224 | $4,343+89.4% | $5,820+41.3% | $4,126+99.3% |
| Admin fee / account holder | $2,284 | $6,780-66.3% | $10,600-78.5% | $5,651-59.6% |