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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 | $70,136 | $129,737-45.9% | $119,126-41.1% | $154,746-54.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 12.23% | 379.08%-366.8pp | 282.11%-269.9pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,079 | $4,375-52.5% | $4,034-48.5% | $4,379-52.5% |
| Participant deferral / active EE | $3,848 | $5,842-34.1% | $5,318-27.6% | $6,730-42.8% |
| Admin fee / account holder | $63,890 | $11,961+434.2% | $10,693+497.5% | $14,365+344.8% |