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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 | $36,315 | $183,592-80.2% | $155,574-76.7% | $145,877-75.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.92% | 61.37%-48.5pp | 64.87%-51.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $2,237 | $5,317-57.9% | $4,676-52.2% | $4,663-52.0% |
| Participant deferral / active EE | $4,854 | $6,466-24.9% | $5,629-13.8% | $6,691-27.4% |
| Admin fee / account holder | $11,881 | $19,316-38.5% | $15,914-25.3% | $13,402-11.4% |