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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 | $36,177 | $108,942-66.8% | $100,415-64.0% | $145,897-75.2% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 11.13% | 58.27%-47.1pp | 49.47%-38.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,673 | $4,422+28.3% | $3,943+43.9% | $4,663+21.7% |
| Participant deferral / active EE | $4,377 | $8,461-48.3% | $8,091-45.9% | $6,689-34.6% |
| Admin fee / account holder | $1,210 | $9,702-87.5% | $7,906-84.7% | $13,390-91.0% |