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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 | $74,242 | $175,231-57.6% | $149,696-50.4% | $139,466-46.8% |
| Participation rate | 94.7% | 83.4%+11.3pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 10.95% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $6,324 | $5,478+15.4% | $4,821+31.2% | $4,754+33.0% |
| Participant deferral / active EE | $4,245 | $6,521-34.9% | $5,682-25.3% | $6,712-36.8% |
| Admin fee / account holder | $338 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |