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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 | $57,023 | $166,131-65.7% | $164,975-65.4% | $145,877-60.9% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 9.72% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,449 | $5,276+41.2% | $4,343+71.5% | $4,663+59.8% |
| Participant deferral / active EE | $4,509 | $6,962-35.2% | $6,033-25.3% | $6,691-32.6% |
| Admin fee / account holder | $6,505 | $16,648-60.9% | $12,688-48.7% | $13,402-51.5% |