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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 | $107,542 | $100,073+7.5% | $85,126+26.3% | $145,877-26.3% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 84.11%-72.9pp | 66.63%-55.4pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,079 | $3,236+56.9% | $2,731+86.0% | $4,663+8.9% |
| Participant deferral / active EE | $10,194 | $5,294+92.5% | $4,523+125.4% | $6,691+52.4% |
| Admin fee / account holder | $6,409 | $7,261-11.7% | $6,160+4.0% | $13,402-52.2% |