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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 | $56,029 | $183,516-69.5% | $155,534-64.0% | $145,884-61.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 21.24% | 61.43%-40.2pp | 64.92%-43.7pp | 551.85%-530.6pp |
| Employer contribution / active EE | $2,198 | $5,315-58.6% | $4,675-53.0% | $4,662-52.9% |
| Participant deferral / active EE | $3,644 | $6,467-43.7% | $5,630-35.3% | $6,690-45.5% |
| Admin fee / account holder | $630 | $19,293-96.7% | $15,900-96.0% | $13,392-95.3% |