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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 | $92,145 | $104,251-11.6% | $91,004+1.3% | $147,586-37.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.6%+16.7pp | 82.8%+9.5pp |
| Annual return | 15.04% | 27.06%-12.0pp | 4.60%+10.4pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,116 | $3,116-32.1% | $2,456-13.8% | $4,876-56.6% |
| Participant deferral / active EE | $5,756 | $4,195+37.2% | $3,548+62.2% | $5,439+5.8% |
| Admin fee / account holder | $465 | $8,948-94.8% | $5,417-91.4% | $10,886-95.7% |