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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 | $54,428 | $102,595-46.9% | $94,057-42.1% | $154,746-64.8% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 10.87% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $3,730 | $3,147+18.5% | $2,933+27.2% | $4,379-14.8% |
| Participant deferral / active EE | $7,908 | $5,118+54.5% | $4,709+67.9% | $6,730+17.5% |
| Admin fee / account holder | $13,395 | $7,736+73.2% | $7,244+84.9% | $14,365-6.8% |