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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 | $52,643 | $86,288-39.0% | $111,306-52.7% | $85,851-38.7% |
| Participation rate | 98.4% | 73.3%+25.1pp | 77.3%+21.1pp | 69.3%+29.1pp |
| Annual return | 11.93% | 19.99%-8.1pp | 54.67%-42.7pp | 318.63%-306.7pp |
| Employer contribution / active EE | $4,038 | $2,044+97.6% | $2,732+47.8% | $2,565+57.4% |
| Participant deferral / active EE | $3,013 | $3,641-17.2% | $4,488-32.9% | $3,952-23.8% |
| Admin fee / account holder | $2,015 | $8,189-75.4% | $7,966-74.7% | $6,261-67.8% |