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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 | $81,153 | $289,211-71.9% | $260,467-68.8% | $198,609-59.1% |
| Participation rate | 91.7% | 83.1%+8.6pp | 80.5%+11.2pp | 82.4%+9.3pp |
| Annual return | 11.51% | 112.90%-101.4pp | 100.60%-89.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $2,545 | $4,663-45.4% | $4,239-40.0% | $5,055-49.7% |
| Participant deferral / active EE | $6,984 | $6,812+2.5% | $6,319+10.5% | $6,977+0.1% |
| Admin fee / account holder | $1,706 | $16,236-89.5% | $15,461-89.0% | $19,030-91.0% |