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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 | $58,916 | $202,342-70.9% | $172,752-65.9% | $152,897-61.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.98% | 1029.83%-1003.8pp | 802.97%-777.0pp | 345.43%-319.4pp |
| Employer contribution / active EE | $7,263 | $5,858+24.0% | $5,144+41.2% | $4,764+52.5% |
| Participant deferral / active EE | $5,872 | $5,948-1.3% | $5,198+13.0% | $5,851+0.4% |
| Admin fee / account holder | $4,553 | $17,111-73.4% | $13,955-67.4% | $11,599-60.7% |