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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 | $66,035 | $157,276-58.0% | $141,177-53.2% | $152,885-56.8% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 21.97% | 64.33%-42.4pp | 71.40%-49.4pp | 345.39%-323.4pp |
| Employer contribution / active EE | $2,557 | $5,262-51.4% | $4,736-46.0% | $4,763-46.3% |
| Participant deferral / active EE | $6,294 | $7,110-11.5% | $6,710-6.2% | $5,851+7.6% |
| Admin fee / account holder | $1,104 | $12,123-90.9% | $10,263-89.2% | $11,598-90.5% |