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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 | $96,123-53.7% | $77,361-42.5% | $198,609-77.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 75.0%+12.5pp | 82.4%+5.1pp |
| Annual return | 20.85% | 2054.81%-2034.0pp | 1011.54%-990.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,894 | $3,791-50.0% | $2,990-36.7% | $5,055-62.5% |
| Participant deferral / active EE | $5,907 | $4,975+18.7% | $3,911+51.0% | $6,977-15.3% |
| Admin fee / account holder | $2,109 | $9,471-77.7% | $5,894-64.2% | $19,030-88.9% |