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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 | $48,423 | $183,516-73.6% | $155,534-68.9% | $145,884-66.8% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 10.45% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,107 | $5,315-60.4% | $4,675-54.9% | $4,662-54.8% |
| Participant deferral / active EE | $4,459 | $6,467-31.1% | $5,630-20.8% | $6,690-33.4% |
| Admin fee / account holder | $1,262 | $19,293-93.5% | $15,900-92.1% | $13,392-90.6% |