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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 | $97,547 | $175,259-44.3% | $149,723-34.8% | $139,487-30.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.21% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $8,265 | $5,478+50.9% | $4,821+71.4% | $4,755+73.8% |
| Participant deferral / active EE | $6,209 | $6,522-4.8% | $5,682+9.3% | $6,713-7.5% |
| Admin fee / account holder | $675 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |