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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 | $55,250 | $183,592-69.9% | $155,574-64.5% | $145,877-62.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.10% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,770 | $5,317-66.7% | $4,676-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $4,315 | $6,466-33.3% | $5,629-23.3% | $6,691-35.5% |
| Admin fee / account holder | $5,160 | $19,316-73.3% | $15,914-67.6% | $13,402-61.5% |