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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 | $69,460 | $117,859-41.1% | $102,438-32.2% | $145,959-52.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 15.15% | 31.72%-16.6pp | 29.37%-14.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,980 | $3,615-17.6% | $3,024-1.4% | $4,661-36.1% |
| Participant deferral / active EE | $5,687 | $5,732-0.8% | $5,054+12.5% | $6,689-15.0% |
| Admin fee / account holder | $423 | $13,318-96.8% | $9,448-95.5% | $13,398-96.8% |