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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 | $92,904 | $166,131-44.1% | $164,975-43.7% | $145,877-36.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.16% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.1pp |
| Employer contribution / active EE | $5,784 | $5,276+9.6% | $4,343+33.2% | $4,663+24.0% |
| Participant deferral / active EE | $9,775 | $6,962+40.4% | $6,033+62.0% | $6,691+46.1% |
| Admin fee / account holder | $63,081 | $16,648+278.9% | $12,688+397.2% | $13,402+370.7% |