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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 | $38,648 | $148,629-74.0% | $135,982-71.6% | $139,487-72.3% |
| Participation rate | 95.8% | 83.9%+12.0pp | 81.9%+13.9pp | 80.3%+15.5pp |
| Annual return | 21.26% | 79.33%-58.1pp | 68.32%-47.1pp | 373.84%-352.6pp |
| Employer contribution / active EE | $10,918 | $5,247+108.1% | $4,859+124.7% | $4,755+129.6% |
| Participant deferral / active EE | $10,537 | $8,102+30.0% | $7,760+35.8% | $6,713+57.0% |
| Admin fee / account holder | $1,654 | $12,406-86.7% | $10,767-84.6% | $11,407-85.5% |