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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 | $99,858 | $227,399-56.1% | $189,758-47.4% | $198,609-49.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 13.48% | 61.03%-47.5pp | 52.62%-39.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $2,477 | $5,526-55.2% | $4,767-48.0% | $5,055-51.0% |
| Participant deferral / active EE | $4,076 | $6,837-40.4% | $5,856-30.4% | $6,977-41.6% |
| Admin fee / account holder | $11,393 | $25,162-54.7% | $20,388-44.1% | $19,030-40.1% |