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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 | $66,454 | $183,516-63.8% | $155,534-57.3% | $145,884-54.4% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 22.77% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $5,194 | $5,315-2.3% | $4,675+11.1% | $4,662+11.4% |
| Participant deferral / active EE | $3,394 | $6,467-47.5% | $5,630-39.7% | $6,690-49.3% |
| Admin fee / account holder | $633 | $19,293-96.7% | $15,900-96.0% | $13,392-95.3% |