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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 | $86,932 | $166,089-47.7% | $164,928-47.3% | $145,978-40.4% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.6%+17.2pp | 80.3%+15.5pp |
| Annual return | 16.37% | 100.26%-83.9pp | 70.08%-53.7pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,259 | $5,276-38.2% | $4,343-25.0% | $4,662-30.1% |
| Participant deferral / active EE | $4,867 | $6,961-30.1% | $6,034-19.3% | $6,690-27.3% |
| Admin fee / account holder | $3,436 | $16,641-79.4% | $12,684-72.9% | $13,400-74.4% |