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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 | $81,570 | $209,425-61.1% | $178,499-54.3% | $158,966-48.7% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 11.23% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,223 | $5,707-78.6% | $5,011-75.6% | $4,762-74.3% |
| Participant deferral / active EE | $4,433 | $5,955-25.6% | $5,202-14.8% | $5,983-25.9% |
| Admin fee / account holder | $543 | $17,078-96.8% | $13,986-96.1% | $11,250-95.2% |