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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 | $99,578 | $115,814-14.0% | $101,275-1.7% | $158,982-37.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 16.26% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $4,022 | $4,176-3.7% | $3,660+9.9% | $4,763-15.6% |
| Participant deferral / active EE | $7,691 | $4,958+55.1% | $4,371+76.0% | $5,983+28.5% |
| Admin fee / account holder | $1,147 | $7,249-84.2% | $5,948-80.7% | $11,252-89.8% |