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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 | $89,418 | $111,535-19.8% | $105,223-15.0% | $137,256-34.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 17.88% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,122 | $3,939-46.1% | $3,689-42.5% | $4,156-48.9% |
| Participant deferral / active EE | $7,503 | $5,500+36.4% | $5,072+47.9% | $6,407+17.1% |
| Admin fee / account holder | $9,015 | $9,721-7.3% | $8,859+1.8% | $12,270-26.5% |