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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 | $47,956 | $217,432-77.9% | $185,851-74.2% | $167,553-71.4% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 18.72% | 148.43%-129.7pp | 122.11%-103.4pp | 478.89%-460.2pp |
| Employer contribution / active EE | $4,858 | $5,874-17.3% | $5,168-6.0% | $4,840+0.4% |
| Participant deferral / active EE | $11,001 | $6,357+73.0% | $5,569+97.6% | $6,343+73.4% |
| Admin fee / account holder | $1,866 | $19,820-90.6% | $16,245-88.5% | $12,316-84.9% |