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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 | $105,518 | $201,370-47.6% | $184,256-42.7% | $145,897-27.7% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 40.72% | 29.05%+11.7pp | 28.85%+11.9pp | 552.29%-511.6pp |
| Employer contribution / active EE | $8,875 | $7,024+26.4% | $6,427+38.1% | $4,663+90.4% |
| Participant deferral / active EE | $7,634 | $9,808-22.2% | $9,133-16.4% | $6,689+14.1% |
| Admin fee / account holder | $417 | $16,364-97.5% | $13,899-97.0% | $13,390-96.9% |