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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 | $66,425 | $166,268-60.0% | $165,100-59.8% | $145,897-54.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.51% | 100.52%-87.0pp | 70.21%-56.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,310 | $5,284-18.4% | $4,348-0.9% | $4,663-7.6% |
| Participant deferral / active EE | $10,267 | $6,964+47.4% | $6,035+70.1% | $6,689+53.5% |
| Admin fee / account holder | $37,273 | $16,659+123.7% | $12,696+193.6% | $13,390+178.4% |