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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 | $64,500 | $209,422-69.2% | $178,503-63.9% | $158,982-59.4% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 8.13% | 188.81%-180.7pp | 151.12%-143.0pp | 302.99%-294.9pp |
| Employer contribution / active EE | $4,057 | $5,707-28.9% | $5,011-19.0% | $4,763-14.8% |
| Participant deferral / active EE | $6,179 | $5,955+3.8% | $5,202+18.8% | $5,983+3.3% |
| Admin fee / account holder | $46,746 | $17,079+173.7% | $13,987+234.2% | $11,252+315.5% |