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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 | $56,343 | $111,535-49.5% | $105,223-46.5% | $137,256-59.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 75.85% | 237.85%-162.0pp | 180.65%-104.8pp | 220.34%-144.5pp |
| Employer contribution / active EE | $4,166 | $3,939+5.8% | $3,689+12.9% | $4,156+0.2% |
| Participant deferral / active EE | $6,009 | $5,500+9.3% | $5,072+18.5% | $6,407-6.2% |
| Admin fee / account holder | $795 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |