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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 | $102,639 | $209,425-51.0% | $178,499-42.5% | $158,966-35.4% |
| Participation rate | 82.4% | 86.4%-4.0pp | 81.9%+0.4pp | 82.0%+0.4pp |
| Annual return | 10.65% | 188.80%-178.1pp | 151.10%-140.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $6,057 | $5,707+6.1% | $5,011+20.9% | $4,762+27.2% |
| Participant deferral / active EE | $3,975 | $5,955-33.3% | $5,202-23.6% | $5,983-33.6% |
| Admin fee / account holder | $1,022 | $17,078-94.0% | $13,986-92.7% | $11,250-90.9% |