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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 | $48,663 | $144,130-66.2% | $117,861-58.7% | $147,586-67.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 19.26% | 531.20%-511.9pp | 335.11%-315.8pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,480 | $4,897-49.4% | $3,786-34.5% | $4,876-49.2% |
| Participant deferral / active EE | $5,978 | $5,316+12.4% | $4,482+33.4% | $5,439+9.9% |
| Admin fee / account holder | $1,088 | $10,887-90.0% | $8,021-86.4% | $10,886-90.0% |