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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 | $101,137 | $157,276-35.7% | $141,177-28.4% | $152,885-33.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 25.67% | 64.33%-38.7pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $2,578 | $5,262-51.0% | $4,736-45.6% | $4,763-45.9% |
| Participant deferral / active EE | $7,922 | $7,110+11.4% | $6,710+18.1% | $5,851+35.4% |
| Admin fee / account holder | $979 | $12,123-91.9% | $10,263-90.5% | $11,598-91.6% |