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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 | $50,087 | $117,829-57.5% | $102,423-51.1% | $145,877-65.7% |
| Participation rate | 95.7% | 78.6%+17.0pp | 76.5%+19.1pp | 80.3%+15.3pp |
| Annual return | 26.63% | 31.83%-5.2pp | 29.42%-2.8pp | 551.28%-524.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,071 | $5,732+110.6% | $5,054+138.8% | $6,691+80.4% |
| Admin fee / account holder | $496 | $13,335-96.3% | $9,455-94.7% | $13,402-96.3% |