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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 | $83,204 | $157,304-47.1% | $141,197-41.1% | $152,909-45.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 25.56% | 64.34%-38.8pp | 71.41%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $2,489 | $5,263-52.7% | $4,736-47.5% | $4,764-47.8% |
| Participant deferral / active EE | $8,509 | $7,111+19.7% | $6,710+26.8% | $5,851+45.4% |
| Admin fee / account holder | $1,106 | $12,126-90.9% | $10,265-89.2% | $11,601-90.5% |