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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 | $64,059 | $165,399-61.3% | $149,745-57.2% | $158,982-59.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 29.50% | 348.34%-318.8pp | 276.72%-247.2pp | 302.99%-273.5pp |
| Employer contribution / active EE | $3,458 | $5,105-32.3% | $4,646-25.6% | $4,763-27.4% |
| Participant deferral / active EE | $5,907 | $7,183-17.8% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $2,327 | $10,811-78.5% | $9,312-75.0% | $11,252-79.3% |