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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 | $35,042 | $157,304-77.7% | $141,197-75.2% | $152,909-77.1% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 77.26% | 64.34%+12.9pp | 71.41%+5.9pp | 345.46%-268.2pp |
| Employer contribution / active EE | $2,271 | $5,263-56.9% | $4,736-52.1% | $4,764-52.3% |
| Participant deferral / active EE | $4,312 | $7,111-39.4% | $6,710-35.7% | $5,851-26.3% |
| Admin fee / account holder | $374 | $12,126-96.9% | $10,265-96.4% | $11,601-96.8% |