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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 | $77,317 | $157,276-50.8% | $141,177-45.2% | $152,885-49.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.33% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $10,815 | $5,262+105.5% | $4,736+128.4% | $4,763+127.1% |
| Participant deferral / active EE | $7,555 | $7,110+6.3% | $6,710+12.6% | $5,851+29.1% |
| Admin fee / account holder | $13,699 | $12,123+13.0% | $10,263+33.5% | $11,598+18.1% |