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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 | $118,073 | $198,461-40.5% | $170,436-30.7% | $147,585-20.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 23.87% | 257.30%-233.4pp | 205.94%-182.1pp | 578.57%-554.7pp |
| Employer contribution / active EE | $5,988 | $6,184-3.2% | $5,433+10.2% | $4,876+22.8% |
| Participant deferral / active EE | $3,150 | $5,629-44.0% | $4,939-36.2% | $5,439-42.1% |
| Admin fee / account holder | $768 | $16,852-95.4% | $13,880-94.5% | $10,885-92.9% |