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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 | $80,319 | $175,257-54.2% | $149,717-46.4% | $139,456-42.4% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.18% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $2,121 | $5,477-61.3% | $4,820-56.0% | $4,753-55.4% |
| Participant deferral / active EE | $11,402 | $6,521+74.9% | $5,682+100.7% | $6,711+69.9% |
| Admin fee / account holder | $844 | $16,156-94.8% | $13,213-93.6% | $11,407-92.6% |