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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 | $101,682 | $148,582-31.6% | $135,942-25.2% | $139,456-27.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 18.29% | 79.26%-61.0pp | 68.28%-50.0pp | 373.45%-355.2pp |
| Employer contribution / active EE | $2,652 | $5,245-49.4% | $4,858-45.4% | $4,753-44.2% |
| Participant deferral / active EE | $4,788 | $8,101-40.9% | $7,759-38.3% | $6,711-28.7% |
| Admin fee / account holder | $2,881 | $12,402-76.8% | $10,764-73.2% | $11,407-74.7% |