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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 | $100,889 | $181,062-44.3% | $158,223-36.2% | $155,188-35.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 12.04% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.8pp |
| Employer contribution / active EE | $9,947 | $4,565+117.9% | $4,109+142.1% | $4,248+134.2% |
| Participant deferral / active EE | $7,481 | $6,134+22.0% | $5,467+36.8% | $6,531+14.5% |
| Admin fee / account holder | $54,270 | $18,825+188.3% | $16,047+238.2% | $14,480+274.8% |