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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 | $149,809 | $103,000+45.4% | $90,300+65.9% | $152,885-2.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 22.43% | 95.19%-72.8pp | 78.11%-55.7pp | 345.39%-323.0pp |
| Employer contribution / active EE | $2,846 | $3,138-9.3% | $2,854-0.3% | $4,763-40.2% |
| Participant deferral / active EE | $5,706 | $4,281+33.3% | $3,884+46.9% | $5,851-2.5% |
| Admin fee / account holder | $328 | $6,173-94.7% | $5,353-93.9% | $11,598-97.2% |