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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 | $45,737 | $175,231-73.9% | $149,696-69.4% | $139,466-67.2% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 18.57% | 166.77%-148.2pp | 134.46%-115.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,480 | $5,478-54.7% | $4,821-48.6% | $4,754-47.8% |
| Participant deferral / active EE | $8,228 | $6,521+26.2% | $5,682+44.8% | $6,712+22.6% |
| Admin fee / account holder | $1,517 | $16,155-90.6% | $13,212-88.5% | $11,409-86.7% |