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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 | $93,041 | $99,921-6.9% | $85,009+9.4% | $145,959-36.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 10.84% | 83.89%-73.1pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $12,706 | $3,233+293.0% | $2,728+365.7% | $4,661+172.6% |
| Participant deferral / active EE | $2,810 | $5,293-46.9% | $4,522-37.9% | $6,689-58.0% |
| Admin fee / account holder | $25,009 | $7,252+244.9% | $6,153+306.5% | $13,398+86.7% |