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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 | $55,301 | $123,793-55.3% | $177,848-68.9% | $79,856-30.7% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 56.31% | 22.82%+33.5pp | 48.33%+8.0pp | 31.71%+24.6pp |
| Employer contribution / active EE | $2,039 | $4,095-50.2% | $5,919-65.5% | $2,471-17.5% |
| Participant deferral / active EE | $5,405 | $5,956-9.2% | $7,714-29.9% | $3,741+44.5% |
| Admin fee / account holder | $17,826 | $7,243+146.1% | $12,431+43.4% | $5,306+235.9% |