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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 | $51,520 | $88,710-41.9% | $81,783-37.0% | $145,959-64.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 14.59% | 1027.26%-1012.7pp | 775.05%-760.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,648 | $3,083-14.1% | $2,913-9.1% | $4,661-43.2% |
| Participant deferral / active EE | $3,503 | $4,645-24.6% | $4,320-18.9% | $6,689-47.6% |
| Admin fee / account holder | $3,647 | $8,407-56.6% | $7,380-50.6% | $13,398-72.8% |