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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 | $46,528 | $175,257-73.5% | $149,717-68.9% | $139,456-66.6% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 14.96% | 166.70%-151.7pp | 134.41%-119.4pp | 373.45%-358.5pp |
| Employer contribution / active EE | $2,082 | $5,477-62.0% | $4,820-56.8% | $4,753-56.2% |
| Participant deferral / active EE | $7,537 | $6,521+15.6% | $5,682+32.6% | $6,711+12.3% |
| Admin fee / account holder | $1,135 | $16,156-93.0% | $13,213-91.4% | $11,407-90.1% |