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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 | $58,558 | $101,618-42.4% | $93,063-37.1% | $137,256-57.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 14.39% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,556 | $2,707-5.6% | $2,476+3.2% | $4,156-38.5% |
| Participant deferral / active EE | $3,263 | $4,279-23.7% | $3,958-17.6% | $6,407-49.1% |
| Admin fee / account holder | $10,586 | $6,198+70.8% | $6,033+75.5% | $12,270-13.7% |