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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 | $109,845 | $183,592-40.2% | $155,574-29.4% | $145,877-24.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.67% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $8,283 | $5,317+55.8% | $4,676+77.1% | $4,663+77.6% |
| Participant deferral / active EE | $12,571 | $6,466+94.4% | $5,629+123.3% | $6,691+87.9% |
| Admin fee / account holder | $44,878 | $19,316+132.3% | $15,914+182.0% | $13,402+234.9% |