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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 | $225,626 | $157,276+43.5% | $141,177+59.8% | $152,885+47.6% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 23.43% | 64.33%-40.9pp | 71.40%-48.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,805 | $7,110+23.8% | $6,710+31.2% | $5,851+50.5% |
| Admin fee / account holder | $6,577 | $12,123-45.8% | $10,263-35.9% | $11,598-43.3% |