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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 | $66,180 | $157,296-57.9% | $141,191-53.1% | $152,897-56.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 21.42% | 64.34%-42.9pp | 71.41%-50.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $2,061 | $5,262-60.8% | $4,736-56.5% | $4,764-56.7% |
| Participant deferral / active EE | $8,704 | $7,111+22.4% | $6,710+29.7% | $5,851+48.8% |
| Admin fee / account holder | $11,866 | $12,125-2.1% | $10,264+15.6% | $11,599+2.3% |