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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 | $89,367 | $115,810-22.8% | $101,271-11.8% | $158,966-43.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 19.47% | 56.15%-36.7pp | 46.48%-27.0pp | 302.95%-283.5pp |
| Employer contribution / active EE | $1,387 | $4,175-66.8% | $3,660-62.1% | $4,762-70.9% |
| Participant deferral / active EE | $5,263 | $4,958+6.1% | $4,371+20.4% | $5,983-12.0% |
| Admin fee / account holder | $1,187 | $7,248-83.6% | $5,948-80.0% | $11,250-89.4% |