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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 | $41,073 | $201,259-79.6% | $184,200-77.7% | $145,959-71.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.87% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $7,657 | $7,018+9.1% | $6,424+19.2% | $4,661+64.3% |
| Participant deferral / active EE | $7,090 | $9,806-27.7% | $9,132-22.4% | $6,689+6.0% |
| Admin fee / account holder | $6,189 | $16,372-62.2% | $13,907-55.5% | $13,398-53.8% |