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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 | $66,563 | $166,131-59.9% | $164,975-59.7% | $145,877-54.4% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.6%+4.0pp | 80.3%+2.3pp |
| Annual return | 11.28% | 100.37%-89.1pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,244 | $5,276-57.5% | $4,343-48.3% | $4,663-51.9% |
| Participant deferral / active EE | $3,376 | $6,962-51.5% | $6,033-44.0% | $6,691-49.5% |
| Admin fee / account holder | $1,440 | $16,648-91.3% | $12,688-88.7% | $13,402-89.3% |