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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 | $48,614 | $100,938-51.8% | $90,461-46.3% | $158,982-69.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 11.75% | 1727.20%-1715.5pp | 1294.76%-1283.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,139 | $3,691-42.1% | $3,264-34.5% | $4,763-55.1% |
| Participant deferral / active EE | $2,897 | $4,350-33.4% | $3,964-26.9% | $5,983-51.6% |
| Admin fee / account holder | $3,326 | $6,510-48.9% | $5,617-40.8% | $11,252-70.4% |