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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 | $82,417 | $24,618+234.8% | $71,585+15.1% | $82,637-0.3% |
| Participation rate | 89.3% | 68.2%+21.1pp | 68.2%+21.1pp | 68.1%+21.2pp |
| Annual return | 18.05% | 93.17%-75.1pp | 59.26%-41.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,566 | $852+201.2% | $1,669+53.8% | $2,552+0.5% |
| Participant deferral / active EE | $3,348 | $1,720+94.6% | $2,923+14.5% | $4,126-18.8% |
| Admin fee / account holder | $2,540 | $3,285-22.7% | $4,712-46.1% | $7,339-65.4% |