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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 | $92,473 | $183,592-49.6% | $155,567-40.6% | $145,959-36.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.87% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $7,239 | $5,315+36.2% | $4,674+54.9% | $4,661+55.3% |
| Participant deferral / active EE | $10,700 | $6,464+65.5% | $5,628+90.1% | $6,689+60.0% |
| Admin fee / account holder | $1,947 | $19,318-89.9% | $15,916-87.8% | $13,398-85.5% |