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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 | $91,105 | $183,627-50.4% | $155,602-41.5% | $145,978-37.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.83% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,405 | $5,316-54.8% | $4,675-48.6% | $4,662-48.4% |
| Participant deferral / active EE | $5,223 | $6,466-19.2% | $5,629-7.2% | $6,690-21.9% |
| Admin fee / account holder | $768 | $19,327-96.0% | $15,923-95.2% | $13,400-94.3% |