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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 | $49,664 | $125,778-60.5% | $114,563-56.6% | $154,746-67.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 14.29% | 295.14%-280.8pp | 241.09%-226.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $6,037 | $2,806+115.1% | $2,592+132.9% | $4,379+37.9% |
| Participant deferral / active EE | $4,542 | $4,445+2.2% | $4,142+9.6% | $6,730-32.5% |
| Admin fee / account holder | $11,285 | $8,190+37.8% | $7,623+48.0% | $14,365-21.4% |