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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 | $51,937 | $110,337-52.9% | $102,383-49.3% | $145,877-64.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 19.26% | 24.83%-5.6pp | 24.94%-5.7pp | 551.28%-532.0pp |
| Employer contribution / active EE | $13,493 | $4,216+220.1% | $3,870+248.6% | $4,663+189.4% |
| Participant deferral / active EE | $1,663 | $5,621-70.4% | $5,060-67.1% | $6,691-75.1% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,391-92.9% | $13,402-95.6% |