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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 | $69,319 | $150,412-53.9% | $120,574-42.5% | $145,884-52.5% |
| Participation rate | 94.4% | 78.8%+15.7pp | 71.9%+22.5pp | 80.3%+14.1pp |
| Annual return | 17.36% | 154.50%-137.1pp | 107.42%-90.1pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,047 | $4,355-30.0% | $3,471-12.2% | $4,662-34.6% |
| Participant deferral / active EE | $6,841 | $6,175+10.8% | $4,996+36.9% | $6,690+2.3% |
| Admin fee / account holder | $322 | $12,224-97.4% | $9,445-96.6% | $13,392-97.6% |