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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 | $72,835 | $157,296-53.7% | $141,191-48.4% | $152,897-52.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 29.50% | 64.34%-34.8pp | 71.41%-41.9pp | 345.43%-315.9pp |
| Employer contribution / active EE | $6,790 | $5,262+29.0% | $4,736+43.4% | $4,764+42.5% |
| Participant deferral / active EE | $9,304 | $7,111+30.9% | $6,710+38.7% | $5,851+59.0% |
| Admin fee / account holder | $4,292 | $12,125-64.6% | $10,264-58.2% | $11,599-63.0% |