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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 | $52,470 | $227,597-76.9% | $189,575-72.3% | $167,536-68.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 29.59% | 78.44%-48.8pp | 64.19%-34.6pp | 478.82%-449.2pp |
| Employer contribution / active EE | $3,204 | $5,316-39.7% | $4,412-27.4% | $4,839-33.8% |
| Participant deferral / active EE | $7,563 | $7,002+8.0% | $6,174+22.5% | $6,342+19.3% |
| Admin fee / account holder | $715 | $11,877-94.0% | $9,806-92.7% | $12,315-94.2% |