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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 | $35,246 | $71,208-50.5% | $93,681-62.4% | $80,911-56.4% |
| Participation rate | 92.5% | 60.4%+32.1pp | 68.7%+23.7pp | 67.6%+24.8pp |
| Annual return | 14.87% | 11.27%+3.6pp | 133.47%-118.6pp | 35.63%-20.8pp |
| Employer contribution / active EE | $4,133 | $1,564+164.2% | $2,422+70.6% | $2,756+50.0% |
| Participant deferral / active EE | $8,838 | $4,035+119.0% | $4,415+100.2% | $4,297+105.7% |
| Admin fee / account holder | $4,882 | $6,951-29.8% | $8,290-41.1% | $6,935-29.6% |