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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 | $82,643 | $166,131-50.3% | $164,975-49.9% | $145,877-43.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.42% | 100.37%-89.9pp | 70.12%-59.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,370 | $5,276-55.1% | $4,343-45.4% | $4,663-49.2% |
| Participant deferral / active EE | $4,131 | $6,962-40.7% | $6,033-31.5% | $6,691-38.3% |
| Admin fee / account holder | $397 | $16,648-97.6% | $12,688-96.9% | $13,402-97.0% |