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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 | $85,455 | $183,592-53.5% | $155,574-45.1% | $145,877-41.4% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.19% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,162 | $5,317-78.1% | $4,676-75.1% | $4,663-75.1% |
| Participant deferral / active EE | $2,958 | $6,466-54.2% | $5,629-47.4% | $6,691-55.8% |
| Admin fee / account holder | $1,109 | $19,316-94.3% | $15,914-93.0% | $13,402-91.7% |