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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 | $97,597 | $211,239-53.8% | $178,528-45.3% | $145,877-33.1% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.07% | 30.22%-17.2pp | 27.11%-14.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $5,810 | $4,570+27.1% | $3,950+47.1% | $4,663+24.6% |
| Participant deferral / active EE | $4,898 | $6,963-29.7% | $6,278-22.0% | $6,691-26.8% |
| Admin fee / account holder | $3,353 | $12,095-72.3% | $10,419-67.8% | $13,402-75.0% |