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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 | $69,274 | $178,174-61.1% | $156,181-55.6% | $137,256-49.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 13.23% | 84.19%-71.0pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,498 | $4,972-29.6% | $4,294-18.5% | $4,156-15.8% |
| Participant deferral / active EE | $6,764 | $6,888-1.8% | $6,132+10.3% | $6,407+5.6% |
| Admin fee / account holder | $518 | $17,404-97.0% | $14,586-96.4% | $12,270-95.8% |