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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 | $75,544 | $150,346-49.8% | $120,524-37.3% | $145,877-48.2% |
| Participation rate | 95.5% | 78.8%+16.7pp | 71.9%+23.5pp | 80.3%+15.2pp |
| Annual return | 13.49% | 154.40%-140.9pp | 107.36%-93.9pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,326 | $4,353+22.4% | $3,469+53.5% | $4,663+14.2% |
| Participant deferral / active EE | $12,055 | $6,172+95.3% | $4,994+141.4% | $6,691+80.2% |
| Admin fee / account holder | $13,069 | $12,215+7.0% | $9,440+38.4% | $13,402-2.5% |