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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 | $97,017 | $175,257-44.6% | $149,717-35.2% | $139,456-30.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 12.73% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.7pp |
| Employer contribution / active EE | $11,854 | $5,477+116.5% | $4,820+146.0% | $4,753+149.4% |
| Participant deferral / active EE | $6,413 | $6,521-1.7% | $5,682+12.9% | $6,711-4.4% |
| Admin fee / account holder | $6,260 | $16,156-61.3% | $13,213-52.6% | $11,407-45.1% |