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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 | $81,387 | $166,131-51.0% | $164,975-50.7% | $145,877-44.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.4pp |
| Annual return | 13.05% | 100.37%-87.3pp | 70.12%-57.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,983 | $5,276-62.4% | $4,343-54.3% | $4,663-57.5% |
| Participant deferral / active EE | $10,825 | $6,962+55.5% | $6,033+79.4% | $6,691+61.8% |
| Admin fee / account holder | $2,418 | $16,648-85.5% | $12,688-80.9% | $13,402-82.0% |