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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 | $88,942 | $157,296-43.5% | $141,191-37.0% | $152,897-41.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 16.74% | 64.34%-47.6pp | 71.41%-54.7pp | 345.43%-328.7pp |
| Employer contribution / active EE | $5,106 | $5,262-3.0% | $4,736+7.8% | $4,764+7.2% |
| Participant deferral / active EE | $4,032 | $7,111-43.3% | $6,710-39.9% | $5,851-31.1% |
| Admin fee / account holder | $4,729 | $12,125-61.0% | $10,264-53.9% | $11,599-59.2% |