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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 | $38,935 | $176,105-77.9% | $159,474-75.6% | $167,536-76.8% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 20.79% | 331.91%-311.1pp | 263.68%-242.9pp | 478.82%-458.0pp |
| Employer contribution / active EE | $6,901 | $5,299+30.2% | $4,831+42.9% | $4,839+42.6% |
| Participant deferral / active EE | $7,038 | $7,751-9.2% | $7,353-4.3% | $6,342+11.0% |
| Admin fee / account holder | $802 | $12,559-93.6% | $10,802-92.6% | $12,315-93.5% |