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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 | $156,636 | $217,427-28.0% | $185,837-15.7% | $167,518-6.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 17.11% | 148.39%-131.3pp | 122.08%-105.0pp | 478.71%-461.6pp |
| Employer contribution / active EE | $2,003 | $5,874-65.9% | $5,168-61.2% | $4,838-58.6% |
| Participant deferral / active EE | $7,379 | $6,357+16.1% | $5,568+32.5% | $6,342+16.4% |
| Admin fee / account holder | $604 | $19,816-97.0% | $16,241-96.3% | $12,312-95.1% |