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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 | $96,908 | $166,242-41.7% | $165,071-41.3% | $145,884-33.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 12.01% | 100.44%-88.4pp | 70.17%-58.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,892 | $5,283+11.5% | $4,347+35.5% | $4,662+26.4% |
| Participant deferral / active EE | $7,149 | $6,964+2.7% | $6,035+18.5% | $6,690+6.9% |
| Admin fee / account holder | $4,971 | $16,658-70.2% | $12,695-60.8% | $13,392-62.9% |