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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 | $47,634 | $58,391-18.4% | $76,667-37.9% | $72,976-34.7% |
| Participation rate | 77.0% | 67.4%+9.7pp | 72.1%+4.9pp | 69.5%+7.6pp |
| Annual return | 16.87% | 2306.65%-2289.8pp | 1166.74%-1149.9pp | 81.02%-64.1pp |
| Employer contribution / active EE | $1,396 | $1,787-21.8% | $2,303-39.4% | $2,440-42.8% |
| Participant deferral / active EE | $3,286 | $2,690+22.2% | $3,336-1.5% | $3,608-8.9% |
| Admin fee / account holder | $6,711 | $4,014+67.2% | $6,423+4.5% | $5,124+31.0% |