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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 | $54,270 | $166,131-67.3% | $164,975-67.1% | $145,877-62.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 18.61% | 100.37%-81.8pp | 70.12%-51.5pp | 551.28%-532.7pp |
| Employer contribution / active EE | $2,982 | $5,276-43.5% | $4,343-31.3% | $4,663-36.1% |
| Participant deferral / active EE | $9,654 | $6,962+38.7% | $6,033+60.0% | $6,691+44.3% |
| Admin fee / account holder | $1,453 | $16,648-91.3% | $12,688-88.5% | $13,402-89.2% |