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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 | $70,497 | $148,582-52.6% | $135,942-48.1% | $139,456-49.4% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 14.29% | 79.26%-65.0pp | 68.28%-54.0pp | 373.45%-359.2pp |
| Employer contribution / active EE | $1,976 | $5,245-62.3% | $4,858-59.3% | $4,753-58.4% |
| Participant deferral / active EE | $4,475 | $8,101-44.8% | $7,759-42.3% | $6,711-33.3% |
| Admin fee / account holder | $632 | $12,402-94.9% | $10,764-94.1% | $11,407-94.5% |