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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 | $144,839 | $106,280+36.3% | $96,538+50.0% | $139,487+3.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.37% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $7,074 | $4,107+72.2% | $3,740+89.1% | $4,755+48.8% |
| Participant deferral / active EE | $5,462 | $5,457+0.1% | $4,880+11.9% | $6,713-18.6% |
| Admin fee / account holder | $4,417 | $7,888-44.0% | $6,737-34.4% | $11,407-61.3% |