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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 | $78,931 | $107,353-26.5% | $92,903-15.0% | $152,885-48.4% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 18.06% | 145.62%-127.6pp | 109.43%-91.4pp | 345.39%-327.3pp |
| Employer contribution / active EE | $8,070 | $4,222+91.1% | $3,653+120.9% | $4,763+69.4% |
| Participant deferral / active EE | $5,323 | $4,848+9.8% | $4,238+25.6% | $5,851-9.0% |
| Admin fee / account holder | $8,590 | $7,081+21.3% | $5,795+48.2% | $11,598-25.9% |