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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 | $76,468 | $169,356-54.8% | $129,406-40.9% | $145,897-47.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 13.59% | 14418.62%-14405.0pp | 9468.18%-9454.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $6,575 | $5,542+18.6% | $4,155+58.2% | $4,663+41.0% |
| Participant deferral / active EE | $6,841 | $4,987+37.2% | $4,167+64.2% | $6,689+2.3% |
| Admin fee / account holder | $5,511 | $9,915-44.4% | $7,689-28.3% | $13,390-58.8% |