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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 | $55,350 | $61,125-9.4% | $94,057-41.2% | $87,485-36.7% |
| Participation rate | 90.8% | 64.1%+26.7pp | 73.3%+17.4pp | 68.9%+21.8pp |
| Annual return | 18.08% | 35.20%-17.1pp | 480.62%-462.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,726 | $2,136+27.6% | $2,933-7.1% | $2,596+5.0% |
| Participant deferral / active EE | $6,722 | $3,260+106.2% | $4,709+42.7% | $4,274+57.3% |
| Admin fee / account holder | $14,902 | $5,629+164.8% | $7,244+105.7% | $7,775+91.7% |