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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 | $51,313 | $106,267-51.7% | $96,520-46.8% | $139,456-63.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 15.97% | 38.45%-22.5pp | 35.72%-19.7pp | 373.45%-357.5pp |
| Employer contribution / active EE | $6,349 | $4,105+54.7% | $3,739+69.8% | $4,753+33.6% |
| Participant deferral / active EE | $4,736 | $5,454-13.2% | $4,879-2.9% | $6,711-29.4% |
| Admin fee / account holder | $29,632 | $7,882+275.9% | $6,733+340.1% | $11,407+159.8% |