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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 | $67,130 | $85,766-21.7% | $136,297-50.7% | $70,124-4.3% |
| Participation rate | 84.7% | 74.2%+10.6pp | 81.9%+2.8pp | 69.5%+15.2pp |
| Annual return | 21.48% | 31.45%-10.0pp | 5156.19%-5134.7pp | 73.14%-51.7pp |
| Employer contribution / active EE | $5,209 | $2,966+75.6% | $4,696+10.9% | $2,342+122.4% |
| Participant deferral / active EE | $7,016 | $5,051+38.9% | $6,247+12.3% | $3,332+110.6% |
| Admin fee / account holder | $420 | $5,420-92.2% | $9,244-95.5% | $4,645-90.9% |