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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 | $44,800 | $111,787-59.9% | $93,681-52.2% | $145,978-69.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 9.78% | 203.52%-193.7pp | 133.47%-123.7pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,590 | $3,093+16.0% | $2,422+48.2% | $4,662-23.0% |
| Participant deferral / active EE | $6,194 | $4,918+25.9% | $4,415+40.3% | $6,690-7.4% |
| Admin fee / account holder | $16,409 | $10,256+60.0% | $8,290+97.9% | $13,400+22.5% |