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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 | $48,220 | $102,595-53.0% | $94,057-48.7% | $154,746-68.8% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 15.42% | 583.42%-568.0pp | 480.62%-465.2pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,763 | $3,147-44.0% | $2,933-39.9% | $4,379-59.7% |
| Participant deferral / active EE | $5,304 | $5,118+3.6% | $4,709+12.6% | $6,730-21.2% |
| Admin fee / account holder | $714 | $7,736-90.8% | $7,244-90.2% | $14,365-95.0% |