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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 | $82,334 | $110,410-25.4% | $102,437-19.6% | $145,897-43.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.22% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $9,729 | $4,217+130.7% | $3,871+151.3% | $4,663+108.7% |
| Participant deferral / active EE | $7,898 | $5,622+40.5% | $5,060+56.1% | $6,689+18.1% |
| Admin fee / account holder | $881 | $9,745-91.0% | $8,388-89.5% | $13,390-93.4% |