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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 | $82,147 | $157,829-48.0% | $136,867-40.0% | $198,609-58.6% |
| Participation rate | 83.3% | 77.2%+6.2pp | 74.5%+8.8pp | 82.4%+1.0pp |
| Annual return | 9.88% | 51.25%-41.4pp | 42.97%-33.1pp | 202.70%-192.8pp |
| Employer contribution / active EE | $3,033 | $3,923-22.7% | $3,547-14.5% | $5,055-40.0% |
| Participant deferral / active EE | $3,595 | $5,463-34.2% | $4,924-27.0% | $6,977-48.5% |
| Admin fee / account holder | $31,295 | $11,107+181.8% | $10,340+202.7% | $19,030+64.5% |