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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 | $86,179 | $202,463-57.4% | $169,397-49.1% | $139,487-38.2% |
| Participation rate | 89.5% | 81.1%+8.4pp | 77.2%+12.3pp | 80.3%+9.1pp |
| Annual return | 16.40% | 532.64%-516.2pp | 406.23%-389.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $5,996 | $4,694+27.7% | $4,013+49.4% | $4,755+26.1% |
| Participant deferral / active EE | $6,140 | $6,941-11.5% | $6,223-1.3% | $6,713-8.5% |
| Admin fee / account holder | $3,646 | $10,726-66.0% | $9,017-59.6% | $11,407-68.0% |