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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 | $66,847 | $160,040-58.2% | $147,096-54.6% | $145,877-54.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.03% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.3pp |
| Employer contribution / active EE | $7,450 | $5,289+40.8% | $4,936+50.9% | $4,663+59.8% |
| Participant deferral / active EE | $6,425 | $8,429-23.8% | $8,071-20.4% | $6,691-4.0% |
| Admin fee / account holder | $3,317 | $15,050-78.0% | $13,005-74.5% | $13,402-75.3% |