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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 | $185,312-64.2% | $161,489-58.9% | $154,746-57.1% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.7%+12.6pp | 80.7%+10.6pp |
| Annual return | 10.47% | 103.84%-93.4pp | 89.72%-79.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $3,908 | $4,769-18.1% | $4,268-8.4% | $4,379-10.8% |
| Participant deferral / active EE | $5,177 | $6,350-18.5% | $5,630-8.1% | $6,730-23.1% |
| Admin fee / account holder | $10,171 | $18,654-45.5% | $16,006-36.5% | $14,365-29.2% |