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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 | $66,888 | $157,304-57.5% | $141,197-52.6% | $152,909-56.3% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 22.36% | 64.34%-42.0pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $3,420 | $5,263-35.0% | $4,736-27.8% | $4,764-28.2% |
| Participant deferral / active EE | $7,755 | $7,111+9.1% | $6,710+15.6% | $5,851+32.5% |
| Admin fee / account holder | $388 | $12,126-96.8% | $10,265-96.2% | $11,601-96.7% |