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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 | $91,775 | $108,882-15.7% | $96,754-5.1% | $154,746-40.7% |
| Participation rate | 73.3% | 75.1%-1.7pp | 70.3%+3.1pp | 80.7%-7.4pp |
| Annual return | 10.82% | 98.39%-87.6pp | 82.04%-71.2pp | 172.34%-161.5pp |
| Employer contribution / active EE | $7,055 | $3,018+133.7% | $2,679+163.3% | $4,379+61.1% |
| Participant deferral / active EE | $11,792 | $5,323+121.5% | $4,758+147.8% | $6,730+75.2% |
| Admin fee / account holder | $33,544 | $10,200+228.8% | $8,905+276.7% | $14,365+133.5% |