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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 | $33,185 | $102,385-67.6% | $147,080-77.4% | $80,935-59.0% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 13.19% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,404 | $3,717-8.4% | $4,933-31.0% | $2,757+23.5% |
| Participant deferral / active EE | $5,809 | $6,651-12.7% | $8,066-28.0% | $4,299+35.1% |
| Admin fee / account holder | $7,708 | $7,951-3.1% | $12,989-40.7% | $6,924+11.3% |