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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 | $105,963 | $183,592-42.3% | $155,567-31.9% | $145,959-27.4% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.5pp | 80.3%+14.5pp |
| Annual return | 16.01% | 61.24%-45.2pp | 64.74%-48.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $7,458 | $5,315+40.3% | $4,674+59.6% | $4,661+60.0% |
| Participant deferral / active EE | $8,900 | $6,464+37.7% | $5,628+58.1% | $6,689+33.1% |
| Admin fee / account holder | $5,845 | $19,318-69.7% | $15,916-63.3% | $13,398-56.4% |