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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 | $37,547 | $185,883-79.8% | $170,043-77.9% | $139,466-73.1% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 50.39% | 60.54%-10.2pp | 53.40%-3.0pp | 373.66%-323.3pp |
| Employer contribution / active EE | $2,731 | $7,596-64.0% | $6,790-59.8% | $4,754-42.6% |
| Participant deferral / active EE | $5,304 | $11,626-54.4% | $10,410-49.0% | $6,712-21.0% |
| Admin fee / account holder | $8,218 | $15,393-46.6% | $12,824-35.9% | $11,409-28.0% |