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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 | $105,659 | $148,629-28.9% | $135,982-22.3% | $139,487-24.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 16.96% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,604 | $5,247-50.4% | $4,859-46.4% | $4,755-45.2% |
| Participant deferral / active EE | $6,074 | $8,102-25.0% | $7,760-21.7% | $6,713-9.5% |
| Admin fee / account holder | $3,703 | $12,406-70.2% | $10,767-65.6% | $11,407-67.5% |