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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 | $101,341 | $157,296-35.6% | $141,191-28.2% | $152,897-33.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 39.66% | 64.34%-24.7pp | 71.41%-31.7pp | 345.43%-305.8pp |
| Employer contribution / active EE | $4,200 | $5,262-20.2% | $4,736-11.3% | $4,764-11.8% |
| Participant deferral / active EE | $11,550 | $7,111+62.4% | $6,710+72.1% | $5,851+97.4% |
| Admin fee / account holder | $598 | $12,125-95.1% | $10,264-94.2% | $11,599-94.8% |