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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 | $70,273 | $108,922-35.5% | $100,398-30.0% | $145,978-51.9% |
| Participation rate | 81.0% | 83.0%-2.0pp | 81.5%-0.6pp | 80.3%+0.7pp |
| Annual return | 26.49% | 58.04%-31.5pp | 49.32%-22.8pp | 550.52%-524.0pp |
| Employer contribution / active EE | $5,496 | $4,426+24.2% | $3,946+39.3% | $4,662+17.9% |
| Participant deferral / active EE | $9,850 | $8,450+16.6% | $8,084+21.8% | $6,690+47.2% |
| Admin fee / account holder | $3,736 | $9,680-61.4% | $7,893-52.7% | $13,400-72.1% |