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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 | $200,666 | $117,829+70.3% | $102,423+95.9% | $145,877+37.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.69% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $2,543 | $3,615-29.6% | $3,023-15.9% | $4,663-45.5% |
| Participant deferral / active EE | $6,205 | $5,732+8.2% | $5,054+22.8% | $6,691-7.3% |
| Admin fee / account holder | $91,253 | $13,335+584.3% | $9,455+865.2% | $13,402+580.9% |