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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 | $70,878 | $185,883-61.9% | $170,043-58.3% | $139,466-49.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.56% | 60.54%-42.0pp | 53.40%-34.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $11,159 | $7,596+46.9% | $6,790+64.4% | $4,754+134.7% |
| Participant deferral / active EE | $10,005 | $11,626-13.9% | $10,410-3.9% | $6,712+49.1% |
| Admin fee / account holder | $1,675 | $15,393-89.1% | $12,824-86.9% | $11,409-85.3% |