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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 | $63,298 | $124,980-49.4% | $108,359-41.6% | $154,746-59.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 70.1%+24.0pp | 80.7%+13.4pp |
| Annual return | 30.17% | 45.00%-14.8pp | 36.89%-6.7pp | 172.34%-142.2pp |
| Employer contribution / active EE | $11,396 | $2,851+299.8% | $2,399+374.9% | $4,379+160.2% |
| Participant deferral / active EE | $4,779 | $4,743+0.8% | $4,137+15.5% | $6,730-29.0% |
| Admin fee / account holder | $426 | $11,502-96.3% | $9,741-95.6% | $14,365-97.0% |