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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 | $183,516-76.6% | $155,534-72.4% | $145,884-70.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.17% | 61.43%-50.3pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,854 | $5,315-27.5% | $4,675-17.6% | $4,662-17.3% |
| Participant deferral / active EE | $3,466 | $6,467-46.4% | $5,630-38.4% | $6,690-48.2% |
| Admin fee / account holder | $891 | $19,293-95.4% | $15,900-94.4% | $13,392-93.3% |