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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 | $249,418 | $108,912+129.0% | $100,383+148.5% | $145,959+70.9% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 11.99% | 57.96%-46.0pp | 49.26%-37.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,911 | $4,423-11.6% | $3,944-0.8% | $4,661-16.1% |
| Participant deferral / active EE | $9,345 | $8,451+10.6% | $8,086+15.6% | $6,689+39.7% |
| Admin fee / account holder | $10,987 | $9,690+13.4% | $7,900+39.1% | $13,398-18.0% |