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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 | $64,591 | $157,304-58.9% | $141,197-54.3% | $152,909-57.8% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 17.68% | 64.34%-46.7pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,838 | $5,263-46.1% | $4,736-40.1% | $4,764-40.4% |
| Participant deferral / active EE | $5,875 | $7,111-17.4% | $6,710-12.4% | $5,851+0.4% |
| Admin fee / account holder | $2,605 | $12,126-78.5% | $10,265-74.6% | $11,601-77.5% |