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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 | $64,925 | $84,936-23.6% | $111,303-41.7% | $79,393-18.2% |
| Participation rate | 71.6% | 75.9%-4.3pp | 77.3%-5.8pp | 70.7%+0.9pp |
| Annual return | 124.06% | 17.45%+106.6pp | 54.66%+69.4pp | 116.87%+7.2pp |
| Employer contribution / active EE | $1,958 | $1,979-1.1% | $2,731-28.3% | $2,428-19.3% |
| Participant deferral / active EE | $3,961 | $3,888+1.9% | $4,487-11.7% | $4,046-2.1% |
| Admin fee / account holder | $12,329 | $537+2195.2% | $7,966+54.8% | $627+1867.9% |