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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 | $86,111 | $166,131-48.2% | $164,975-47.8% | $145,877-41.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 22.95% | 100.37%-77.4pp | 70.12%-47.2pp | 551.28%-528.3pp |
| Employer contribution / active EE | $5,808 | $5,276+10.1% | $4,343+33.7% | $4,663+24.5% |
| Participant deferral / active EE | $17,303 | $6,962+148.5% | $6,033+186.8% | $6,691+158.6% |
| Admin fee / account holder | $8,150 | $16,648-51.0% | $12,688-35.8% | $13,402-39.2% |