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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 | $45,294 | $121,656-62.8% | $104,614-56.7% | $158,950-71.5% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+8.9pp |
| Annual return | 19.94% | 465.51%-445.6pp | 340.56%-320.6pp | 302.91%-283.0pp |
| Employer contribution / active EE | $1,706 | $3,164-46.1% | $2,681-36.4% | $4,762-64.2% |
| Participant deferral / active EE | $2,334 | $4,177-44.1% | $3,739-37.6% | $5,983-61.0% |
| Admin fee / account holder | $461 | $7,775-94.1% | $6,464-92.9% | $11,248-95.9% |