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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 | $32,974 | $99,875-67.0% | $146,866-77.5% | $86,983-62.1% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.5%+28.4pp |
| Annual return | 43.43% | 28.10%+15.3pp | 102.85%-59.4pp | 25.83%+17.6pp |
| Employer contribution / active EE | $3,973 | $3,224+23.2% | $4,425-10.2% | $2,584+53.7% |
| Participant deferral / active EE | $9,850 | $6,322+55.8% | $7,759+26.9% | $4,194+134.9% |
| Admin fee / account holder | $1,802 | $7,838-77.0% | $13,620-86.8% | $7,856-77.1% |