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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 | $126,061 | $183,592-31.3% | $155,574-19.0% | $145,877-13.6% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.7pp | 80.3%+0.7pp |
| Annual return | 14.75% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,355 | $5,317-55.7% | $4,676-49.6% | $4,663-49.5% |
| Participant deferral / active EE | $3,971 | $6,466-38.6% | $5,629-29.5% | $6,691-40.6% |
| Admin fee / account holder | $3,266 | $19,316-83.1% | $15,914-79.5% | $13,402-75.6% |