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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 | $34,310 | $209,425-83.6% | $178,499-80.8% | $158,966-78.4% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 11.16% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,989 | $5,707-65.1% | $5,011-60.3% | $4,762-58.2% |
| Participant deferral / active EE | $5,636 | $5,955-5.4% | $5,202+8.3% | $5,983-5.8% |
| Admin fee / account holder | $1,380 | $17,078-91.9% | $13,986-90.1% | $11,250-87.7% |