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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 | $34,053 | $157,296-78.4% | $141,191-75.9% | $152,897-77.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 26.89% | 64.34%-37.5pp | 71.41%-44.5pp | 345.43%-318.5pp |
| Employer contribution / active EE | $8,644 | $5,262+64.3% | $4,736+82.5% | $4,764+81.5% |
| Participant deferral / active EE | $4,902 | $7,111-31.1% | $6,710-26.9% | $5,851-16.2% |
| Admin fee / account holder | $2,721 | $12,125-77.6% | $10,264-73.5% | $11,599-76.5% |