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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 | $52,875 | $217,432-75.7% | $185,851-71.5% | $167,553-68.4% |
| Participation rate | 70.0% | 86.1%-16.1pp | 81.7%-11.7pp | 82.1%-12.1pp |
| Annual return | 30.13% | 148.43%-118.3pp | 122.11%-92.0pp | 478.89%-448.8pp |
| Employer contribution / active EE | $2,734 | $5,874-53.5% | $5,168-47.1% | $4,840-43.5% |
| Participant deferral / active EE | $4,796 | $6,357-24.6% | $5,569-13.9% | $6,343-24.4% |
| Admin fee / account holder | $2,910 | $19,820-85.3% | $16,245-82.1% | $12,316-76.4% |