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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 | $80,768 | $172,111-53.1% | $150,298-46.3% | $137,256-41.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 16.86% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $21,078 | $4,636+354.6% | $4,154+407.4% | $4,156+407.2% |
| Participant deferral / active EE | $1,845 | $6,166-70.1% | $5,453-66.2% | $6,407-71.2% |
| Admin fee / account holder | $5,231 | $16,471-68.2% | $14,116-62.9% | $12,270-57.4% |