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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 | $131,422 | $183,539-28.4% | $155,556-15.5% | $145,897-9.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.92% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,508 | $5,315-71.6% | $4,675-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $2,262 | $6,467-65.0% | $5,631-59.8% | $6,689-66.2% |
| Admin fee / account holder | $602 | $19,275-96.9% | $15,885-96.2% | $13,390-95.5% |