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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 | $66,818 | $183,539-63.6% | $155,556-57.0% | $145,897-54.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.57% | 61.31%-48.7pp | 64.84%-52.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,894 | $5,315-64.4% | $4,675-59.5% | $4,663-59.4% |
| Participant deferral / active EE | $1,846 | $6,467-71.5% | $5,631-67.2% | $6,689-72.4% |
| Admin fee / account holder | $15,801 | $19,275-18.0% | $15,885-0.5% | $13,390+18.0% |