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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 | $52,300 | $129,737-59.7% | $119,126-56.1% | $154,746-66.2% |
| Participation rate | 95.8% | 78.9%+17.0pp | 75.8%+20.1pp | 80.7%+15.1pp |
| Annual return | 20.54% | 379.08%-358.5pp | 282.11%-261.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,908 | $4,375-10.7% | $4,034-3.1% | $4,379-10.8% |
| Participant deferral / active EE | $14,362 | $5,842+145.8% | $5,318+170.1% | $6,730+113.4% |
| Admin fee / account holder | $2,474 | $11,961-79.3% | $10,693-76.9% | $14,365-82.8% |