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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 | $35,304 | $117,846-70.0% | $102,434-65.5% | $145,884-75.8% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.60% | 31.90%-17.3pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,660 | $3,615-54.1% | $3,023-45.1% | $4,662-64.4% |
| Participant deferral / active EE | $4,585 | $5,733-20.0% | $5,055-9.3% | $6,690-31.5% |
| Admin fee / account holder | $9,137 | $13,356-31.6% | $9,462-3.4% | $13,392-31.8% |