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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 | $61,711 | $203,483-69.7% | $152,473-59.5% | $167,536-63.2% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.2%+15.6pp | 82.1%+11.6pp |
| Annual return | 14.35% | 13.80%+0.6pp | 757.59%-743.2pp | 478.82%-464.5pp |
| Employer contribution / active EE | $7,261 | $5,219+39.1% | $4,326+67.9% | $4,839+50.1% |
| Participant deferral / active EE | $6,814 | $6,711+1.5% | $5,817+17.1% | $6,342+7.4% |
| Admin fee / account holder | $818 | $22,521-96.4% | $15,811-94.8% | $12,315-93.4% |