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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 | $45,107 | $72,071-37.4% | $68,368-34.0% | $137,256-67.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 22.27% | 353.14%-330.9pp | 292.57%-270.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,936 | $2,788+41.2% | $2,649+48.6% | $4,156-5.3% |
| Participant deferral / active EE | $10,894 | $4,410+147.0% | $4,123+164.2% | $6,407+70.0% |
| Admin fee / account holder | $9,187 | $5,336+72.2% | $5,150+78.4% | $12,270-25.1% |