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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 | $82,946 | $183,592-54.8% | $155,574-46.7% | $145,877-43.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.61% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $5,321 | $5,317+0.1% | $4,676+13.8% | $4,663+14.1% |
| Participant deferral / active EE | $7,390 | $6,466+14.3% | $5,629+31.3% | $6,691+10.5% |
| Admin fee / account holder | $309 | $19,316-98.4% | $15,914-98.1% | $13,402-97.7% |