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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 | $90,034 | $114,119-21.1% | $107,187-16.0% | $138,895-35.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 20.44% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,173 | $4,059-46.5% | $3,782-42.5% | $4,194-48.2% |
| Participant deferral / active EE | $6,461 | $5,538+16.7% | $5,096+26.8% | $6,396+1.0% |
| Admin fee / account holder | $8,396 | $10,024-16.2% | $9,162-8.4% | $12,562-33.2% |