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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 | $77,883 | $152,592-49.0% | $125,180-37.8% | $152,885-49.1% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 17.08% | 54.84%-37.8pp | 43.79%-26.7pp | 345.39%-328.3pp |
| Employer contribution / active EE | $4,833 | $4,947-2.3% | $3,866+25.0% | $4,763+1.5% |
| Participant deferral / active EE | $14,412 | $5,868+145.6% | $4,937+191.9% | $5,851+146.3% |
| Admin fee / account holder | $7,829 | $13,435-41.7% | $9,703-19.3% | $11,598-32.5% |