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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 | $48,451 | $183,627-73.6% | $155,602-68.9% | $145,978-66.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.5pp |
| Annual return | 12.27% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,309 | $5,316-56.6% | $4,675-50.6% | $4,662-50.5% |
| Participant deferral / active EE | $7,149 | $6,466+10.6% | $5,629+27.0% | $6,690+6.9% |
| Admin fee / account holder | $500 | $19,327-97.4% | $15,923-96.9% | $13,400-96.3% |