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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 | $77,220 | $103,392-25.3% | $87,104-11.3% | $152,897-49.5% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.9%+12.6pp | 82.5%+7.0pp |
| Annual return | 22.13% | 28.10%-6.0pp | 28.19%-6.1pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,798 | $3,221-44.2% | $2,521-28.7% | $4,764-62.3% |
| Participant deferral / active EE | $8,816 | $4,778+84.5% | $4,048+117.8% | $5,851+50.7% |
| Admin fee / account holder | $4,422 | $12,194-63.7% | $7,491-41.0% | $11,599-61.9% |