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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 | $55,352 | $117,444-52.9% | $99,479-44.4% | $152,909-63.8% |
| Participation rate | 88.2% | 77.5%+10.7pp | 73.8%+14.4pp | 82.5%+5.8pp |
| Annual return | 5786.19% | 31.87%+5754.3pp | 30.72%+5755.5pp | 345.46%+5440.7pp |
| Employer contribution / active EE | $1,449 | $3,014-51.9% | $2,540-42.9% | $4,764-69.6% |
| Participant deferral / active EE | $5,239 | $4,086+28.2% | $3,619+44.8% | $5,851-10.5% |
| Admin fee / account holder | $705 | $7,635-90.8% | $6,253-88.7% | $11,601-93.9% |