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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 | $52,957 | $169,356-68.7% | $129,406-59.1% | $145,897-63.7% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 12.00% | 14418.62%-14406.6pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,872 | $5,542-66.2% | $4,155-54.9% | $4,663-59.8% |
| Participant deferral / active EE | $3,802 | $4,987-23.8% | $4,167-8.8% | $6,689-43.2% |
| Admin fee / account holder | $1,244 | $9,915-87.5% | $7,689-83.8% | $13,390-90.7% |