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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 | $89,202 | $111,535-20.0% | $105,223-15.2% | $137,256-35.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 80.0%-3.0pp |
| Annual return | 12.29% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,078 | $3,939-47.2% | $3,689-43.7% | $4,156-50.0% |
| Participant deferral / active EE | $2,587 | $5,500-53.0% | $5,072-49.0% | $6,407-59.6% |
| Admin fee / account holder | $4,595 | $9,721-52.7% | $8,859-48.1% | $12,270-62.5% |