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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 | $93,507 | $61,125+53.0% | $94,057-0.6% | $87,485+6.9% |
| Participation rate | 84.1% | 64.1%+20.0pp | 73.3%+10.7pp | 68.9%+15.2pp |
| Annual return | 18.04% | 35.20%-17.2pp | 480.62%-462.6pp | 26.06%-8.0pp |
| Employer contribution / active EE | $2,911 | $2,136+36.2% | $2,933-0.8% | $2,596+12.1% |
| Participant deferral / active EE | $6,999 | $3,260+114.7% | $4,709+48.6% | $4,274+63.8% |
| Admin fee / account holder | $6,378 | $5,629+13.3% | $7,244-12.0% | $7,775-18.0% |