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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 | $130,300 | $183,539-29.0% | $155,556-16.2% | $145,897-10.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 18.42% | 61.31%-42.9pp | 64.84%-46.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $2,273 | $5,315-57.2% | $4,675-51.4% | $4,663-51.3% |
| Participant deferral / active EE | $3,786 | $6,467-41.5% | $5,631-32.8% | $6,689-43.4% |
| Admin fee / account holder | $10,519 | $19,275-45.4% | $15,885-33.8% | $13,390-21.4% |