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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 | $57,511 | $109,372-47.4% | $89,414-35.7% | $158,966-63.8% |
| Participation rate | 93.3% | 74.3%+19.1pp | 68.0%+25.3pp | 82.0%+11.4pp |
| Annual return | 19.80% | 345.55%-325.8pp | 245.50%-225.7pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,969 | $3,171-37.9% | $2,586-23.9% | $4,762-58.7% |
| Participant deferral / active EE | $4,669 | $4,598+1.5% | $3,890+20.0% | $5,983-22.0% |
| Admin fee / account holder | $1,763 | $6,156-71.4% | $4,883-63.9% | $11,250-84.3% |