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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 | $88,587 | $102,635-13.7% | $86,209+2.8% | $139,456-36.5% |
| Participation rate | 81.3% | 74.5%+6.7pp | 69.0%+12.3pp | 80.3%+0.9pp |
| Annual return | 16.60% | 1923.53%-1906.9pp | 1169.05%-1152.5pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,112 | $3,034-30.4% | $2,381-11.3% | $4,753-55.6% |
| Participant deferral / active EE | $4,680 | $4,677+0.1% | $3,986+17.4% | $6,711-30.3% |
| Admin fee / account holder | $653 | $8,661-92.5% | $6,853-90.5% | $11,407-94.3% |