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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 | $100,205 | $108,911-8.0% | $100,392-0.2% | $145,884-31.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.78% | 58.23%-44.4pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,621 | $4,420-63.3% | $3,941-58.9% | $4,662-65.2% |
| Participant deferral / active EE | $2,588 | $8,459-69.4% | $8,090-68.0% | $6,690-61.3% |
| Admin fee / account holder | $69,788 | $9,698+619.6% | $7,904+782.9% | $13,392+421.1% |