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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 | $73,065 | $175,259-58.3% | $149,723-51.2% | $139,487-47.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 13.90% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,185 | $5,478-60.1% | $4,821-54.7% | $4,755-54.0% |
| Participant deferral / active EE | $6,388 | $6,522-2.0% | $5,682+12.4% | $6,713-4.8% |
| Admin fee / account holder | $1,154 | $16,158-92.9% | $13,215-91.3% | $11,407-89.9% |