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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 | $54,133 | $176,402-69.3% | $134,162-59.7% | $158,982-66.0% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 359.65% | 63.66%+296.0pp | 36.35%+323.3pp | 302.99%+56.7pp |
| Employer contribution / active EE | $3,156 | $5,042-37.4% | $3,705-14.8% | $4,763-33.7% |
| Participant deferral / active EE | $7,228 | $4,093+76.6% | $3,500+106.5% | $5,983+20.8% |
| Admin fee / account holder | $424 | $8,719-95.1% | $6,685-93.7% | $11,252-96.2% |