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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 | $36,960 | $198,457-81.4% | $170,435-78.3% | $147,586-75.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.89% | 257.30%-238.4pp | 205.94%-187.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,132 | $6,183-65.5% | $5,432-60.7% | $4,876-56.3% |
| Participant deferral / active EE | $5,314 | $5,629-5.6% | $4,939+7.6% | $5,439-2.3% |
| Admin fee / account holder | $406 | $16,852-97.6% | $13,881-97.1% | $10,886-96.3% |