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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 | $86,574 | $209,422-58.7% | $178,503-51.5% | $158,982-45.5% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 10.05% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,969 | $5,707-65.5% | $5,011-60.7% | $4,763-58.7% |
| Participant deferral / active EE | $6,253 | $5,955+5.0% | $5,202+20.2% | $5,983+4.5% |
| Admin fee / account holder | $1,936 | $17,079-88.7% | $13,987-86.2% | $11,252-82.8% |