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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 | $137,899 | $183,592-24.9% | $155,574-11.4% | $145,877-5.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.91% | 61.37%-44.5pp | 64.87%-48.0pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,621 | $5,317-50.7% | $4,676-43.9% | $4,663-43.8% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $1,697 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |