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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 | $102,099 | $183,592-44.4% | $155,574-34.4% | $145,877-30.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.05% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,012 | $5,317-62.2% | $4,676-57.0% | $4,663-56.9% |
| Participant deferral / active EE | $5,373 | $6,466-16.9% | $5,629-4.5% | $6,691-19.7% |
| Admin fee / account holder | $800 | $19,316-95.9% | $15,914-95.0% | $13,402-94.0% |