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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 | $110,808 | $212,386-47.8% | $199,883-44.6% | $138,895-20.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 11.39% | 47.75%-36.4pp | 43.81%-32.4pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,825 | $6,625-42.3% | $6,261-38.9% | $4,194-8.8% |
| Participant deferral / active EE | $7,775 | $9,617-19.2% | $9,138-14.9% | $6,396+21.6% |
| Admin fee / account holder | $2,200 | $18,233-87.9% | $17,268-87.3% | $12,562-82.5% |