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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 | $50,944 | $159,934-68.1% | $147,005-65.3% | $145,959-65.1% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.17% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,231 | $5,287-76.7% | $4,934-75.0% | $4,661-73.6% |
| Participant deferral / active EE | $3,213 | $8,427-61.9% | $8,070-60.2% | $6,689-52.0% |
| Admin fee / account holder | $463 | $15,053-96.9% | $13,006-96.4% | $13,398-96.5% |