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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 | $69,651 | $110,212-36.8% | $96,534-27.8% | $139,466-50.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 16.23% | 26.42%-10.2pp | 25.88%-9.6pp | 373.66%-357.4pp |
| Employer contribution / active EE | $6,444 | $3,620+78.0% | $2,965+117.3% | $4,754+35.5% |
| Participant deferral / active EE | $7,815 | $5,547+40.9% | $4,851+61.1% | $6,712+16.4% |
| Admin fee / account holder | $5,700 | $11,599-50.9% | $8,253-30.9% | $11,409-50.0% |