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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 | $35,048 | $157,296-77.7% | $141,191-75.2% | $152,897-77.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 25.03% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $7,340 | $5,262+39.5% | $4,736+55.0% | $4,764+54.1% |
| Participant deferral / active EE | $5,848 | $7,111-17.8% | $6,710-12.9% | $5,851-0.1% |
| Admin fee / account holder | $2,624 | $12,125-78.4% | $10,264-74.4% | $11,599-77.4% |