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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 | $53,315 | $183,592-71.0% | $155,574-65.7% | $145,877-63.5% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 23.01% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $4,217 | $5,317-20.7% | $4,676-9.8% | $4,663-9.6% |
| Participant deferral / active EE | $11,622 | $6,466+79.7% | $5,629+106.5% | $6,691+73.7% |
| Admin fee / account holder | $9,354 | $19,316-51.6% | $15,914-41.2% | $13,402-30.2% |