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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 | $66,395 | $227,399-70.8% | $189,758-65.0% | $198,609-66.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 79.8%+11.5pp | 82.4%+8.9pp |
| Annual return | 10.47% | 61.03%-50.6pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $3,908 | $5,526-29.3% | $4,767-18.0% | $5,055-22.7% |
| Participant deferral / active EE | $5,177 | $6,837-24.3% | $5,856-11.6% | $6,977-25.8% |
| Admin fee / account holder | $10,171 | $25,162-59.6% | $20,388-50.1% | $19,030-46.6% |