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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 | $47,882 | $157,296-69.6% | $141,191-66.1% | $152,897-68.7% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 26.61% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $1,904 | $5,262-63.8% | $4,736-59.8% | $4,764-60.0% |
| Participant deferral / active EE | $9,274 | $7,111+30.4% | $6,710+38.2% | $5,851+58.5% |
| Admin fee / account holder | $567 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |