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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 | $44,506 | $68,097-34.6% | $62,929-29.3% | $137,256-67.6% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 20.85% | 1859.11%-1838.3pp | 1063.93%-1043.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,894 | $2,811-32.6% | $2,505-24.4% | $4,156-54.4% |
| Participant deferral / active EE | $5,907 | $4,553+29.7% | $3,888+51.9% | $6,407-7.8% |
| Admin fee / account holder | $2,109 | $6,521-67.7% | $5,065-58.4% | $12,270-82.8% |