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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 | $57,344 | $134,817-57.5% | $123,973-53.7% | $155,188-63.0% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.7%+17.8pp | 80.8%+13.6pp |
| Annual return | 27.66% | 515.49%-487.8pp | 388.13%-360.5pp | 148.84%-121.2pp |
| Employer contribution / active EE | $2,858 | $4,425-35.4% | $4,126-30.7% | $4,248-32.7% |
| Participant deferral / active EE | $5,020 | $5,706-12.0% | $5,247-4.3% | $6,531-23.1% |
| Admin fee / account holder | $8,983 | $13,245-32.2% | $11,799-23.9% | $14,480-38.0% |