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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 | $72,071-33.1% | $68,368-29.5% | $137,256-64.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 15.42% | 353.14%-337.7pp | 292.57%-277.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,763 | $2,788-36.7% | $2,649-33.4% | $4,156-57.6% |
| Participant deferral / active EE | $5,304 | $4,410+20.3% | $4,123+28.7% | $6,407-17.2% |
| Admin fee / account holder | $714 | $5,336-86.6% | $5,150-86.1% | $12,270-94.2% |