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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 | $55,598 | $111,787-50.3% | $93,681-40.7% | $145,978-61.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 14.23% | 203.52%-189.3pp | 133.47%-119.2pp | 550.52%-536.3pp |
| Employer contribution / active EE | $3,090 | $3,093-0.1% | $2,422+27.5% | $4,662-33.7% |
| Participant deferral / active EE | $7,133 | $4,918+45.1% | $4,415+61.6% | $6,690+6.6% |
| Admin fee / account holder | $750 | $10,256-92.7% | $8,290-90.9% | $13,400-94.4% |