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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 | $34,081 | $183,592-81.4% | $155,574-78.1% | $145,877-76.6% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 13.92% | 61.37%-47.5pp | 64.87%-50.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $4,252 | $5,317-20.0% | $4,676-9.1% | $4,663-8.8% |
| Participant deferral / active EE | $9,164 | $6,466+41.7% | $5,629+62.8% | $6,691+37.0% |
| Admin fee / account holder | $380 | $19,316-98.0% | $15,914-97.6% | $13,402-97.2% |