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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 | $88,236 | $148,629-40.6% | $135,982-35.1% | $139,487-36.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 15.58% | 79.33%-63.7pp | 68.32%-52.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $5,028 | $5,247-4.2% | $4,859+3.5% | $4,755+5.7% |
| Participant deferral / active EE | $3,930 | $8,102-51.5% | $7,760-49.3% | $6,713-41.4% |
| Admin fee / account holder | $1,318 | $12,406-89.4% | $10,767-87.8% | $11,407-88.4% |