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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 | $80,049 | $117,895-32.1% | $102,460-21.9% | $145,897-45.1% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.43% | 31.92%-16.5pp | 29.47%-14.0pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,179 | $3,619-67.4% | $3,025-61.0% | $4,663-74.7% |
| Participant deferral / active EE | $6,195 | $5,736+8.0% | $5,056+22.5% | $6,689-7.4% |
| Admin fee / account holder | $410 | $13,353-96.9% | $9,460-95.7% | $13,390-96.9% |