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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 | $49,799 | $97,732-49.0% | $83,831-40.6% | $135,380-63.2% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 5.42% | 1287.56%-1282.1pp | 850.99%-845.6pp | 519.81%-514.4pp |
| Employer contribution / active EE | $11,932 | $4,222+182.6% | $3,631+228.6% | $4,779+149.7% |
| Participant deferral / active EE | $8,883 | $4,683+89.7% | $4,082+117.6% | $5,609+58.4% |
| Admin fee / account holder | $1,881 | $6,675-71.8% | $5,479-65.7% | $10,828-82.6% |