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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 | $30,505 | $81,276-62.5% | $155,574-80.4% | $80,925-62.3% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 73.01% | 33.36%+39.7pp | 64.87%+8.1pp | 35.65%+37.4pp |
| Employer contribution / active EE | $5,213 | $3,103+68.0% | $4,676+11.5% | $2,756+89.1% |
| Participant deferral / active EE | $11,806 | $3,453+241.9% | $5,629+109.7% | $4,299+174.6% |
| Admin fee / account holder | $2,207 | $7,993-72.4% | $15,914-86.1% | $6,940-68.2% |