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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 | $89,421 | $209,336-57.3% | $197,124-54.6% | $137,256-34.9% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.5pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,338 | $6,591-34.2% | $6,227-30.3% | $4,156+4.4% |
| Participant deferral / active EE | $7,568 | $9,614-21.3% | $9,135-17.1% | $6,407+18.1% |
| Admin fee / account holder | $1,397 | $17,308-91.9% | $16,298-91.4% | $12,270-88.6% |