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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 | $60,904 | $172,111-64.6% | $150,298-59.5% | $137,256-55.6% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 25.15% | 69.37%-44.2pp | 62.79%-37.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,437 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $5,483 | $6,166-11.1% | $5,453+0.5% | $6,407-14.4% |
| Admin fee / account holder | $5,125 | $16,471-68.9% | $14,116-63.7% | $12,270-58.2% |