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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 | $49,632 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.13% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,146 | $5,289-40.5% | $4,936-36.3% | $4,663-32.5% |
| Participant deferral / active EE | $11,181 | $8,429+32.7% | $8,071+38.5% | $6,691+67.1% |
| Admin fee / account holder | $1,236 | $15,050-91.8% | $13,005-90.5% | $13,402-90.8% |