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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 | $79,242 | $172,111-54.0% | $150,298-47.3% | $137,256-42.3% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 18.73% | 69.37%-50.6pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,005 | $4,636-56.7% | $4,154-51.7% | $4,156-51.7% |
| Participant deferral / active EE | $4,963 | $6,166-19.5% | $5,453-9.0% | $6,407-22.5% |
| Admin fee / account holder | $1,031 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |