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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 | $45,921 | $166,089-72.4% | $164,928-72.2% | $145,978-68.5% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 15.18% | 100.26%-85.1pp | 70.08%-54.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,912 | $5,276-44.8% | $4,343-32.9% | $4,662-37.5% |
| Participant deferral / active EE | $2,824 | $6,961-59.4% | $6,034-53.2% | $6,690-57.8% |
| Admin fee / account holder | $5,807 | $16,641-65.1% | $12,684-54.2% | $13,400-56.7% |