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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 | $93,743 | $166,131-43.6% | $164,975-43.2% | $145,877-35.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 15.27% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $5,346 | $5,276+1.3% | $4,343+23.1% | $4,663+14.6% |
| Participant deferral / active EE | $9,866 | $6,962+41.7% | $6,033+63.5% | $6,691+47.5% |
| Admin fee / account holder | $13,160 | $16,648-21.0% | $12,688+3.7% | $13,402-1.8% |