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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 | $116,167-57.6% | $64,489-23.7% | $137,256-64.1% |
| Participation rate | 81.8% | 68.2%+13.6pp | 67.7%+14.1pp | 80.0%+1.9pp |
| Annual return | 21.49% | 36.55%-15.1pp | 55.03%-33.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $12,136 | $2,483+388.8% | $1,523+696.8% | $4,156+192.0% |
| Participant deferral / active EE | $7,822 | $4,215+85.6% | $2,778+181.5% | $6,407+22.1% |
| Admin fee / account holder | $53,681 | $6,188+767.5% | $4,260+1160.1% | $12,270+337.5% |