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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 | $63,733 | $176,120-63.8% | $159,487-60.0% | $167,553-62.0% |
| Participation rate | 89.5% | 85.0%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 16.69% | 331.95%-315.3pp | 263.71%-247.0pp | 478.89%-462.2pp |
| Employer contribution / active EE | $2,428 | $5,299-54.2% | $4,831-49.7% | $4,840-49.8% |
| Participant deferral / active EE | $7,517 | $7,752-3.0% | $7,354+2.2% | $6,343+18.5% |
| Admin fee / account holder | $1,687 | $12,561-86.6% | $10,804-84.4% | $12,316-86.3% |