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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 | $52,736 | $114,712-54.0% | $173,730-69.6% | $87,485-39.7% |
| Participation rate | 82.7% | 73.0%+9.7pp | 79.6%+3.1pp | 68.9%+13.8pp |
| Annual return | 147.68% | 20.18%+127.5pp | 19.96%+127.7pp | 26.06%+121.6pp |
| Employer contribution / active EE | $7,019 | $2,904+141.7% | $4,577+53.3% | $2,596+170.3% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,663 | $10,210-73.9% | $17,523-84.8% | $7,775-65.7% |