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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 | $79,171 | $112,121-29.4% | $95,960-17.5% | $158,966-50.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 12.80% | 171.16%-158.4pp | 91.63%-78.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,782 | $3,199-44.3% | $2,541-29.9% | $4,762-62.6% |
| Participant deferral / active EE | $7,653 | $4,784+60.0% | $4,167+83.7% | $5,983+27.9% |
| Admin fee / account holder | $1,229 | $10,135-87.9% | $6,797-81.9% | $11,250-89.1% |