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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 | $43,800 | $117,904-62.9% | $102,457-57.3% | $145,978-70.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 17.67% | 31.80%-14.1pp | 29.41%-11.7pp | 550.52%-532.8pp |
| Employer contribution / active EE | $10,442 | $3,613+189.0% | $3,022+245.5% | $4,662+124.0% |
| Participant deferral / active EE | $7,064 | $5,733+23.2% | $5,054+39.8% | $6,690+5.6% |
| Admin fee / account holder | $2,140 | $13,329-83.9% | $9,451-77.4% | $13,400-84.0% |