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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 | $88,296 | $117,829-25.1% | $102,423-13.8% | $145,877-39.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 14.79% | 31.83%-17.0pp | 29.42%-14.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $9,202 | $3,615+154.6% | $3,023+204.4% | $4,663+97.4% |
| Participant deferral / active EE | $6,381 | $5,732+11.3% | $5,054+26.3% | $6,691-4.6% |
| Admin fee / account holder | $6,931 | $13,335-48.0% | $9,455-26.7% | $13,402-48.3% |