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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 | $53,045 | $111,814-52.6% | $103,374-48.7% | $145,959-63.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 10.79% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $8,338 | $4,214+97.9% | $3,869+115.5% | $4,661+78.9% |
| Participant deferral / active EE | $5,603 | $5,618-0.3% | $5,058+10.8% | $6,689-16.2% |
| Admin fee / account holder | $7,638 | $9,754-21.7% | $8,394-9.0% | $13,398-43.0% |