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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 | $69,075 | $198,457-65.2% | $170,435-59.5% | $147,586-53.2% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 9.73% | 257.30%-247.6pp | 205.94%-196.2pp | 578.59%-568.9pp |
| Employer contribution / active EE | $2,387 | $6,183-61.4% | $5,432-56.1% | $4,876-51.0% |
| Participant deferral / active EE | $6,404 | $5,629+13.8% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $12,693 | $16,852-24.7% | $13,881-8.6% | $10,886+16.6% |