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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 | $117,037 | $232,540-49.7% | $185,117-36.8% | $147,586-20.7% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 18.11% | 43.03%-24.9pp | 40.50%-22.4pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,246 | $5,195-56.8% | $4,182-46.3% | $4,876-53.9% |
| Participant deferral / active EE | $6,801 | $5,834+16.6% | $5,045+34.8% | $5,439+25.0% |
| Admin fee / account holder | $830 | $10,275-91.9% | $8,159-89.8% | $10,886-92.4% |