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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 | $83,566 | $183,516-54.5% | $155,534-46.3% | $145,884-42.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.48% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,629 | $5,315-12.9% | $4,675-1.0% | $4,662-0.7% |
| Participant deferral / active EE | $8,258 | $6,467+27.7% | $5,630+46.7% | $6,690+23.4% |
| Admin fee / account holder | $2,178 | $19,293-88.7% | $15,900-86.3% | $13,392-83.7% |