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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 | $50,751 | $110,039-53.9% | $97,260-47.8% | $145,884-65.2% |
| Participation rate | 88.2% | 75.9%+12.3pp | 72.7%+15.6pp | 80.3%+7.9pp |
| Annual return | 8.40% | 244.44%-236.0pp | 75.54%-67.1pp | 551.85%-543.4pp |
| Employer contribution / active EE | $7,131 | $3,074+132.0% | $2,721+162.0% | $4,662+52.9% |
| Participant deferral / active EE | $4,422 | $4,674-5.4% | $4,262+3.8% | $6,690-33.9% |
| Admin fee / account holder | $465 | $6,204-92.5% | $5,640-91.8% | $13,392-96.5% |