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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 | $102,748 | $180,749-43.2% | $160,784-36.1% | $137,256-25.1% |
| Participation rate | 86.4% | 80.0%+6.4pp | 77.0%+9.4pp | 80.0%+6.4pp |
| Annual return | 14.28% | 2234.46%-2220.2pp | 1803.92%-1789.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,368 | $4,155+29.2% | $3,733+43.8% | $4,156+29.2% |
| Participant deferral / active EE | $7,713 | $6,844+12.7% | $6,293+22.6% | $6,407+20.4% |
| Admin fee / account holder | $1,591 | $10,397-84.7% | $9,717-83.6% | $12,270-87.0% |