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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 | $68,515 | $169,356-59.5% | $129,406-47.1% | $145,897-53.0% |
| Participation rate | 90.5% | 76.5%+14.0pp | 69.6%+20.8pp | 80.3%+10.2pp |
| Annual return | 15.94% | 14418.62%-14402.7pp | 9468.18%-9452.2pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,789 | $5,542-49.7% | $4,155-32.9% | $4,663-40.2% |
| Participant deferral / active EE | $7,051 | $4,987+41.4% | $4,167+69.2% | $6,689+5.4% |
| Admin fee / account holder | $2,758 | $9,915-72.2% | $7,689-64.1% | $13,390-79.4% |