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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 | $90,732 | $117,846-23.0% | $102,434-11.4% | $145,884-37.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.68% | 31.90%-17.2pp | 29.46%-14.8pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,451 | $3,615-59.9% | $3,023-52.0% | $4,662-68.9% |
| Participant deferral / active EE | $10,384 | $5,733+81.1% | $5,055+105.4% | $6,690+55.2% |
| Admin fee / account holder | $31,390 | $13,356+135.0% | $9,462+231.7% | $13,392+134.4% |