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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 | $33,311 | $106,923-68.8% | $84,023-60.4% | $152,909-78.2% |
| Participation rate | 95.5% | 75.3%+20.2pp | 69.0%+26.4pp | 82.5%+13.0pp |
| Annual return | 16.83% | 105.02%-88.2pp | 71.32%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $4,331 | $2,735+58.3% | $1,984+118.3% | $4,764-9.1% |
| Participant deferral / active EE | $991 | $4,013-75.3% | $3,239-69.4% | $5,851-83.1% |
| Admin fee / account holder | $2,321 | $8,289-72.0% | $6,102-62.0% | $11,601-80.0% |