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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 | $84,946 | $141,004-39.8% | $112,273-24.3% | $139,466-39.1% |
| Participation rate | 94.4% | 79.2%+15.2pp | 72.4%+22.0pp | 80.3%+14.1pp |
| Annual return | 15.29% | 32.75%-17.5pp | 30.23%-14.9pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,596 | $4,285-62.8% | $3,431-53.5% | $4,754-66.4% |
| Participant deferral / active EE | $2,636 | $5,878-55.2% | $4,800-45.1% | $6,712-60.7% |
| Admin fee / account holder | $12,714 | $9,959+27.7% | $7,752+64.0% | $11,409+11.4% |