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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 | $106,063 | $148,623-28.6% | $135,974-22.0% | $139,466-24.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.02% | 79.30%-64.3pp | 68.30%-53.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $9,254 | $5,246+76.4% | $4,859+90.5% | $4,754+94.7% |
| Participant deferral / active EE | $6,209 | $8,103-23.4% | $7,760-20.0% | $6,712-7.5% |
| Admin fee / account holder | $1,407 | $12,406-88.7% | $10,767-86.9% | $11,409-87.7% |