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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 | $85,670 | $166,131-48.4% | $164,975-48.1% | $145,877-41.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 9.36% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $11,214 | $5,276+112.6% | $4,343+158.2% | $4,663+140.5% |
| Participant deferral / active EE | $7,585 | $6,962+8.9% | $6,033+25.7% | $6,691+13.4% |
| Admin fee / account holder | $971 | $16,648-94.2% | $12,688-92.3% | $13,402-92.8% |