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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 | $71,142 | $175,259-59.4% | $149,723-52.5% | $139,487-49.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.84% | 166.82%-143.0pp | 134.50%-110.7pp | 373.84%-350.0pp |
| Employer contribution / active EE | $11,586 | $5,478+111.5% | $4,821+140.3% | $4,755+143.7% |
| Participant deferral / active EE | $4,173 | $6,522-36.0% | $5,682-26.6% | $6,713-37.8% |
| Admin fee / account holder | $1,721 | $16,158-89.3% | $13,215-87.0% | $11,407-84.9% |