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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 | $49,911 | $85,766-41.8% | $136,298-63.4% | $70,126-28.8% |
| Participation rate | 85.9% | 74.2%+11.8pp | 81.9%+4.0pp | 69.5%+16.4pp |
| Annual return | 20.61% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $2,720 | $2,966-8.3% | $4,696-42.1% | $2,343+16.1% |
| Participant deferral / active EE | $4,964 | $5,051-1.7% | $6,247-20.5% | $3,332+49.0% |
| Admin fee / account holder | $10,680 | $5,421+97.0% | $9,244+15.5% | $4,645+129.9% |