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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 | $73,254 | $183,516-60.1% | $155,534-52.9% | $145,884-49.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.85% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $2,981 | $5,315-43.9% | $4,675-36.2% | $4,662-36.1% |
| Participant deferral / active EE | $4,647 | $6,467-28.1% | $5,630-17.5% | $6,690-30.5% |
| Admin fee / account holder | $97,127 | $19,293+403.4% | $15,900+510.9% | $13,392+625.3% |