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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 | $73,160 | $183,592-60.2% | $155,574-53.0% | $145,877-49.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.07% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,089 | $5,317-60.7% | $4,676-55.3% | $4,663-55.2% |
| Participant deferral / active EE | $5,964 | $6,466-7.8% | $5,629+5.9% | $6,691-10.9% |
| Admin fee / account holder | $829 | $19,316-95.7% | $15,914-94.8% | $13,402-93.8% |