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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 | $84,995 | $166,020-48.8% | $164,866-48.4% | $145,959-41.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 9.49% | 100.08%-90.6pp | 69.97%-60.5pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,933 | $5,275-25.4% | $4,343-9.4% | $4,661-15.6% |
| Participant deferral / active EE | $8,794 | $6,961+26.3% | $6,033+45.8% | $6,689+31.5% |
| Admin fee / account holder | $18,466 | $16,644+10.9% | $12,689+45.5% | $13,398+37.8% |