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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 | $75,712 | $176,077-57.0% | $159,455-52.5% | $167,518-54.8% |
| Participation rate | 91.3% | 84.9%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 13.25% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $8,055 | $5,298+52.0% | $4,830+66.8% | $4,838+66.5% |
| Participant deferral / active EE | $6,255 | $7,751-19.3% | $7,353-14.9% | $6,342-1.4% |
| Admin fee / account holder | $1,319 | $12,556-89.5% | $10,800-87.8% | $12,312-89.3% |