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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 | $86,269 | $154,193-44.1% | $130,045-33.7% | $139,466-38.1% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 20.42% | 32.51%-12.1pp | -137.30%+157.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $5,794 | $5,292+9.5% | $4,321+34.1% | $4,754+21.9% |
| Participant deferral / active EE | $9,140 | $6,709+36.2% | $5,820+57.0% | $6,712+36.2% |
| Admin fee / account holder | $3,161 | $13,989-77.4% | $10,600-70.2% | $11,409-72.3% |