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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 | $103,121 | $175,259-41.2% | $149,723-31.1% | $139,487-26.1% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 13.72% | 166.82%-153.1pp | 134.50%-120.8pp | 373.84%-360.1pp |
| Employer contribution / active EE | $1,156 | $5,478-78.9% | $4,821-76.0% | $4,755-75.7% |
| Participant deferral / active EE | $5,903 | $6,522-9.5% | $5,682+3.9% | $6,713-12.1% |
| Admin fee / account holder | $17,376 | $16,158+7.5% | $13,215+31.5% | $11,407+52.3% |