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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 | $89,208 | $81,208+9.9% | $98,920-9.8% | $79,856+11.7% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.5pp | 69.6%+28.9pp |
| Annual return | 17.90% | 60.99%-43.1pp | 196.47%-178.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,880 | $1,960+200.1% | $2,689+118.6% | $2,471+137.9% |
| Participant deferral / active EE | $3,726 | $3,265+14.1% | $4,245-12.2% | $3,741-0.4% |
| Admin fee / account holder | $13,145 | $6,013+118.6% | $6,643+97.9% | $5,306+147.7% |