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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 | $29,424 | $107,421-72.6% | $182,262-83.9% | $94,015-68.7% |
| Participation rate | 92.9% | 77.8%+15.1pp | 84.2%+8.6pp | 70.8%+22.0pp |
| Annual return | 103.28% | 21.32%+82.0pp | 140.60%-37.3pp | 17.84%+85.4pp |
| Employer contribution / active EE | $2,676 | $3,448-22.4% | $5,046-47.0% | $2,790-4.1% |
| Participant deferral / active EE | $5,025 | $6,558-23.4% | $8,276-39.3% | $4,249+18.3% |
| Admin fee / account holder | $2,438 | $8,692-72.0% | $16,712-85.4% | $8,951-72.8% |