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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 | $99,678 | $227,399-56.2% | $189,758-47.5% | $198,609-49.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 19.86% | 61.03%-41.2pp | 52.62%-32.8pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,752 | $5,526-68.3% | $4,767-63.2% | $5,055-65.3% |
| Participant deferral / active EE | $6,206 | $6,837-9.2% | $5,856+6.0% | $6,977-11.0% |
| Admin fee / account holder | $2,257 | $25,162-91.0% | $20,388-88.9% | $19,030-88.1% |