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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 | $48,180 | $148,629-67.6% | $135,982-64.6% | $139,487-65.5% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 15.88% | 79.33%-63.5pp | 68.32%-52.4pp | 373.84%-358.0pp |
| Employer contribution / active EE | $5,527 | $5,247+5.3% | $4,859+13.7% | $4,755+16.2% |
| Participant deferral / active EE | $6,546 | $8,102-19.2% | $7,760-15.6% | $6,713-2.5% |
| Admin fee / account holder | $3,057 | $12,406-75.4% | $10,767-71.6% | $11,407-73.2% |