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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 | $51,521 | $183,516-71.9% | $155,534-66.9% | $145,884-64.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.63% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,491 | $5,315-71.9% | $4,675-68.1% | $4,662-68.0% |
| Participant deferral / active EE | $6,960 | $6,467+7.6% | $5,630+23.6% | $6,690+4.0% |
| Admin fee / account holder | $1,475 | $19,293-92.4% | $15,900-90.7% | $13,392-89.0% |