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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 | $55,999 | $211,224-73.5% | $178,505-68.6% | $145,897-61.6% |
| Participation rate | 91.7% | 80.8%+10.8pp | 77.1%+14.5pp | 80.3%+11.4pp |
| Annual return | 11.48% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $8,986 | $4,577+96.3% | $3,955+127.2% | $4,663+92.7% |
| Participant deferral / active EE | $5,041 | $6,966-27.6% | $6,280-19.7% | $6,689-24.6% |
| Admin fee / account holder | $489 | $12,109-96.0% | $10,428-95.3% | $13,390-96.3% |