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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 | $46,057 | $100,895-54.4% | $90,430-49.1% | $158,950-71.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.93% | 1725.54%-1711.6pp | 1293.73%-1279.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $2,243 | $3,689-39.2% | $3,262-31.2% | $4,762-52.9% |
| Participant deferral / active EE | $5,824 | $4,347+34.0% | $3,963+47.0% | $5,983-2.7% |
| Admin fee / account holder | $2,172 | $6,505-66.6% | $5,613-61.3% | $11,248-80.7% |