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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 | $51,049 | $102,595-50.2% | $94,057-45.7% | $154,746-67.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 16.65% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,642 | $3,147-47.8% | $2,933-44.0% | $4,379-62.5% |
| Participant deferral / active EE | $10,014 | $5,118+95.6% | $4,709+112.6% | $6,730+48.8% |
| Admin fee / account holder | $3,694 | $7,736-52.2% | $7,244-49.0% | $14,365-74.3% |