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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 | $66,104 | $209,422-68.4% | $178,503-63.0% | $158,982-58.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 20.19% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,942 | $5,707-48.4% | $5,011-41.3% | $4,763-38.2% |
| Participant deferral / active EE | $6,822 | $5,955+14.6% | $5,202+31.1% | $5,983+14.0% |
| Admin fee / account holder | $5,922 | $17,079-65.3% | $13,987-57.7% | $11,252-47.4% |