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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 | $77,284 | $106,280-27.3% | $96,538-19.9% | $139,487-44.6% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 22.15% | 38.48%-16.3pp | 35.74%-13.6pp | 373.84%-351.7pp |
| Employer contribution / active EE | $11,924 | $4,107+190.3% | $3,740+218.8% | $4,755+150.8% |
| Participant deferral / active EE | $5,441 | $5,457-0.3% | $4,880+11.5% | $6,713-18.9% |
| Admin fee / account holder | $746 | $7,888-90.5% | $6,737-88.9% | $11,407-93.5% |