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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 | $76,995 | $154,193-50.1% | $130,045-40.8% | $139,466-44.8% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 19.96% | 32.51%-12.6pp | -137.30%+157.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $15,214 | $5,292+187.5% | $4,321+252.1% | $4,754+220.0% |
| Participant deferral / active EE | $5,189 | $6,709-22.7% | $5,820-10.8% | $6,712-22.7% |
| Admin fee / account holder | $2,569 | $13,989-81.6% | $10,600-75.8% | $11,409-77.5% |