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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 | $62,946 | $168,635-62.7% | $147,617-57.4% | $125,389-49.8% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | 1.16% | 77.65%-76.5pp | 61.98%-60.8pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,269 | $6,252-63.7% | $5,564-59.2% | $4,866-53.4% |
| Participant deferral / active EE | $3,912 | $5,507-29.0% | $4,895-20.1% | $5,352-26.9% |
| Admin fee / account holder | $4,545 | $13,580-66.5% | $11,612-60.9% | $9,541-52.4% |