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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 | $89,966 | $172,111-47.7% | $150,298-40.1% | $137,256-34.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 50.93% | 69.37%-18.4pp | 62.79%-11.9pp | 220.34%-169.4pp |
| Employer contribution / active EE | $3,345 | $4,636-27.8% | $4,154-19.5% | $4,156-19.5% |
| Participant deferral / active EE | $6,395 | $6,166+3.7% | $5,453+17.3% | $6,407-0.2% |
| Admin fee / account holder | $377 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |