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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 | $86,869 | $58,311+49.0% | $81,882+6.1% | $80,959+7.3% |
| Participation rate | 90.7% | 63.5%+27.2pp | 72.4%+18.3pp | 67.7%+23.0pp |
| Annual return | 16.48% | 41.85%-25.4pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $6,422 | $2,347+173.7% | $2,916+120.2% | $2,757+132.9% |
| Participant deferral / active EE | $10,131 | $3,287+208.2% | $4,323+134.3% | $4,300+135.6% |
| Admin fee / account holder | $7,209 | $4,752+51.7% | $7,360-2.0% | $6,925+4.1% |