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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 | $89,665 | $159,934-43.9% | $147,005-39.0% | $145,959-38.6% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 11.63% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $7,941 | $5,287+50.2% | $4,934+60.9% | $4,661+70.4% |
| Participant deferral / active EE | $7,467 | $8,427-11.4% | $8,070-7.5% | $6,689+11.6% |
| Admin fee / account holder | $9,091 | $15,053-39.6% | $13,006-30.1% | $13,398-32.1% |