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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 | $54,212 | $157,304-65.5% | $141,197-61.6% | $152,909-64.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 51.65% | 64.34%-12.7pp | 71.41%-19.8pp | 345.46%-293.8pp |
| Employer contribution / active EE | $3,183 | $5,263-39.5% | $4,736-32.8% | $4,764-33.2% |
| Participant deferral / active EE | $9,741 | $7,111+37.0% | $6,710+45.2% | $5,851+66.5% |
| Admin fee / account holder | $12,691 | $12,126+4.7% | $10,265+23.6% | $11,601+9.4% |