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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 | $37,818 | $102,595-63.1% | $94,057-59.8% | $154,746-75.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 14.00% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,939 | $3,147-38.4% | $2,933-33.9% | $4,379-55.7% |
| Participant deferral / active EE | $3,200 | $5,118-37.5% | $4,709-32.0% | $6,730-52.4% |
| Admin fee / account holder | $4,852 | $7,736-37.3% | $7,244-33.0% | $14,365-66.2% |