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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 | $57,321 | $183,592-68.8% | $155,567-63.2% | $145,959-60.7% |
| Participation rate | 88.2% | 82.7%+5.6pp | 78.2%+10.0pp | 80.3%+8.0pp |
| Annual return | 9.86% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,001 | $5,315-43.5% | $4,674-35.8% | $4,661-35.6% |
| Participant deferral / active EE | $5,630 | $6,464-12.9% | $5,6280% | $6,689-15.8% |
| Admin fee / account holder | $15,108 | $19,318-21.8% | $15,916-5.1% | $13,398+12.8% |