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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 | $104,721 | $70,366+48.8% | $66,674+57.1% | $138,895-24.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 15.71% | 386.41%-370.7pp | 321.24%-305.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,901 | $2,765+4.9% | $2,620+10.7% | $4,194-30.8% |
| Participant deferral / active EE | $6,510 | $4,374+48.8% | $4,084+59.4% | $6,396+1.8% |
| Admin fee / account holder | $7,713 | $5,262+46.6% | $5,098+51.3% | $12,562-38.6% |