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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 | $49,211 | $151,427-67.5% | $112,860-56.4% | $154,746-68.2% |
| Participation rate | 81.8% | 69.1%+12.7pp | 66.3%+15.5pp | 80.7%+1.1pp |
| Annual return | 21.49% | 30.95%-9.5pp | 35.26%-13.8pp | 172.34%-150.8pp |
| Employer contribution / active EE | $12,136 | $2,750+341.4% | $2,206+450.1% | $4,379+177.1% |
| Participant deferral / active EE | $7,822 | $4,285+82.5% | $3,493+123.9% | $6,730+16.2% |
| Admin fee / account holder | $53,681 | $7,369+628.5% | $6,841+684.6% | $14,365+273.7% |