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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 | $42,943 | $183,592-76.6% | $155,567-72.4% | $145,959-70.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.17% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,854 | $5,315-27.5% | $4,674-17.6% | $4,661-17.3% |
| Participant deferral / active EE | $3,466 | $6,464-46.4% | $5,628-38.4% | $6,689-48.2% |
| Admin fee / account holder | $891 | $19,318-95.4% | $15,916-94.4% | $13,398-93.3% |