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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 | $111,814-31.8% | $103,378-26.3% | $145,978-47.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.89% | 24.80%-13.9pp | 24.91%-14.0pp | 550.52%-539.6pp |
| Employer contribution / active EE | $2,181 | $4,215-48.3% | $3,870-43.7% | $4,662-53.2% |
| Participant deferral / active EE | $7,746 | $5,618+37.9% | $5,058+53.2% | $6,690+15.8% |
| Admin fee / account holder | $2,246 | $9,764-77.0% | $8,401-73.3% | $13,400-83.2% |