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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 | $32,177 | $183,539-82.5% | $155,556-79.3% | $145,897-77.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.30% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,736 | $5,315-48.5% | $4,675-41.5% | $4,663-41.3% |
| Participant deferral / active EE | $6,997 | $6,467+8.2% | $5,631+24.3% | $6,689+4.6% |
| Admin fee / account holder | $1,072 | $19,275-94.4% | $15,885-93.3% | $13,390-92.0% |