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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 | $110,337-51.9% | $102,383-48.2% | $145,877-63.6% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 10.79% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.5pp |
| Employer contribution / active EE | $8,338 | $4,216+97.8% | $3,870+115.4% | $4,663+78.8% |
| Participant deferral / active EE | $5,603 | $5,621-0.3% | $5,060+10.7% | $6,691-16.3% |
| Admin fee / account holder | $7,638 | $9,750-21.7% | $8,391-9.0% | $13,402-43.0% |