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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 | $67,825 | $107,363-36.8% | $92,909-27.0% | $152,897-55.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 21.88% | 145.63%-123.7pp | 109.44%-87.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,006 | $4,222-52.5% | $3,653-45.1% | $4,764-57.9% |
| Participant deferral / active EE | $5,931 | $4,848+22.3% | $4,238+39.9% | $5,851+1.4% |
| Admin fee / account holder | $547 | $7,082-92.3% | $5,795-90.6% | $11,599-95.3% |