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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 | $77,304 | $183,627-57.9% | $155,602-50.3% | $145,978-47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.32%-47.6pp | 64.81%-51.0pp | 550.52%-536.8pp |
| Employer contribution / active EE | $7,219 | $5,316+35.8% | $4,675+54.4% | $4,662+54.9% |
| Participant deferral / active EE | $4,168 | $6,466-35.5% | $5,629-25.9% | $6,690-37.7% |
| Admin fee / account holder | $2,879 | $19,327-85.1% | $15,923-81.9% | $13,400-78.5% |