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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 | $25,112 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 79.91% | 74.59%+5.3pp | 66.58%+13.3pp | 220.34%-140.4pp |
| Employer contribution / active EE | $3,006 | $4,804-37.4% | $4,554-34.0% | $4,156-27.7% |
| Participant deferral / active EE | $5,842 | $8,216-28.9% | $7,897-26.0% | $6,407-8.8% |
| Admin fee / account holder | $1,002 | $14,344-93.0% | $13,129-92.4% | $12,270-91.8% |