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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 | $76,240 | $110,337-30.9% | $102,383-25.5% | $145,877-47.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.89% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,181 | $4,216-48.3% | $3,870-43.6% | $4,663-53.2% |
| Participant deferral / active EE | $7,746 | $5,621+37.8% | $5,060+53.1% | $6,691+15.8% |
| Admin fee / account holder | $2,246 | $9,750-77.0% | $8,391-73.2% | $13,402-83.2% |