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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 | $48,080 | $211,239-77.2% | $178,528-73.1% | $145,877-67.0% |
| Participation rate | 95.8% | 80.8%+15.0pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 15.43% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,467 | $4,570-67.9% | $3,950-62.9% | $4,663-68.5% |
| Participant deferral / active EE | $6,812 | $6,963-2.2% | $6,278+8.5% | $6,691+1.8% |
| Admin fee / account holder | $839 | $12,095-93.1% | $10,419-91.9% | $13,402-93.7% |