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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 | $27,068 | $148,623-81.8% | $135,974-80.1% | $139,466-80.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 83.63% | 79.30%+4.3pp | 68.30%+15.3pp | 373.66%-290.0pp |
| Employer contribution / active EE | $4,640 | $5,246-11.6% | $4,859-4.5% | $4,754-2.4% |
| Participant deferral / active EE | $7,283 | $8,103-10.1% | $7,760-6.1% | $6,712+8.5% |
| Admin fee / account holder | $1,137 | $12,406-90.8% | $10,767-89.4% | $11,409-90.0% |