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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 | $85,966 | $168,626-49.0% | $133,698-35.7% | $145,897-41.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.4%+11.1pp | 80.3%+7.2pp |
| Annual return | 21.01% | 1168.99%-1148.0pp | 580.90%-559.9pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,898 | $5,290-45.2% | $4,218-31.3% | $4,663-37.9% |
| Participant deferral / active EE | $16,218 | $8,688+86.7% | $7,016+131.2% | $6,689+142.4% |
| Admin fee / account holder | $352 | $9,638-96.3% | $6,703-94.7% | $13,390-97.4% |