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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 | $49,946 | $125,184-60.1% | $105,607-52.7% | $145,884-65.8% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 14.44% | 225.00%-210.6pp | 116.11%-101.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,165 | $3,720-41.8% | $3,167-31.6% | $4,662-53.6% |
| Participant deferral / active EE | $6,963 | $5,714+21.9% | $5,011+38.9% | $6,690+4.1% |
| Admin fee / account holder | $8,434 | $17,133-50.8% | $10,958-23.0% | $13,392-37.0% |