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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 | $56,004 | $183,516-69.5% | $155,534-64.0% | $145,884-61.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 13.69% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $4,463 | $5,315-16.0% | $4,675-4.5% | $4,662-4.3% |
| Participant deferral / active EE | $4,111 | $6,467-36.4% | $5,630-27.0% | $6,690-38.5% |
| Admin fee / account holder | $1,543 | $19,293-92.0% | $15,900-90.3% | $13,392-88.5% |