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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 | $28,144 | $183,592-84.7% | $155,574-81.9% | $145,877-80.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.39% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,599 | $5,317-51.1% | $4,676-44.4% | $4,663-44.3% |
| Participant deferral / active EE | $7,568 | $6,466+17.0% | $5,629+34.4% | $6,691+13.1% |
| Admin fee / account holder | $624 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |