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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 | $56,849 | $183,592-69.0% | $155,574-63.5% | $145,877-61.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 29.85% | 61.37%-31.5pp | 64.87%-35.0pp | 551.28%-521.4pp |
| Employer contribution / active EE | $1,751 | $5,317-67.1% | $4,676-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $6,090 | $6,466-5.8% | $5,629+8.2% | $6,691-9.0% |
| Admin fee / account holder | $553 | $19,316-97.1% | $15,914-96.5% | $13,402-95.9% |