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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 | $50,373 | $135,956-62.9% | $123,894-59.3% | $273,970-81.6% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 99.56% | 56.63%+42.9pp | 47.52%+52.0pp | 41.46%+58.1pp |
| Employer contribution / active EE | $5,771 | $5,170+11.6% | $4,617+25.0% | $4,869+18.5% |
| Participant deferral / active EE | $9,408 | $6,343+48.3% | $5,984+57.2% | $5,287+77.9% |
| Admin fee / account holder | $2,724 | $9,817-72.3% | $8,357-67.4% | $10,132-73.1% |