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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 | $71,082 | $185,883-61.8% | $170,043-58.2% | $139,466-49.0% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 18.59% | 60.54%-42.0pp | 53.40%-34.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $5,246 | $7,596-30.9% | $6,790-22.7% | $4,754+10.3% |
| Participant deferral / active EE | $5,065 | $11,626-56.4% | $10,410-51.3% | $6,712-24.5% |
| Admin fee / account holder | $1,231 | $15,393-92.0% | $12,824-90.4% | $11,409-89.2% |