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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 | $89,022 | $157,304-43.4% | $141,197-37.0% | $152,909-41.8% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 23.35% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,962 | $5,263-43.7% | $4,736-37.5% | $4,764-37.8% |
| Participant deferral / active EE | $9,585 | $7,111+34.8% | $6,710+42.8% | $5,851+63.8% |
| Admin fee / account holder | $8,825 | $12,126-27.2% | $10,265-14.0% | $11,601-23.9% |