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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 | $59,310 | $172,111-65.5% | $150,298-60.5% | $137,256-56.8% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 21.64% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $7,896 | $4,636+70.3% | $4,154+90.1% | $4,156+90.0% |
| Participant deferral / active EE | $4,165 | $6,166-32.5% | $5,453-23.6% | $6,407-35.0% |
| Admin fee / account holder | $332 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |