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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 | $106,110 | $183,516-42.2% | $155,534-31.8% | $145,884-27.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 16.60% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,858 | $5,315-46.2% | $4,675-38.9% | $4,662-38.7% |
| Participant deferral / active EE | $9,051 | $6,467+40.0% | $5,630+60.8% | $6,690+35.3% |
| Admin fee / account holder | $12,910 | $19,293-33.1% | $15,900-18.8% | $13,392-3.6% |