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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 | $82,415 | $110,337-25.3% | $102,383-19.5% | $145,877-43.5% |
| Participation rate | 87.0% | 77.9%+9.0pp | 74.5%+12.4pp | 80.3%+6.7pp |
| Annual return | 15.81% | 24.83%-9.0pp | 24.94%-9.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,152 | $4,216-72.7% | $3,870-70.2% | $4,663-75.3% |
| Participant deferral / active EE | $2,939 | $5,621-47.7% | $5,060-41.9% | $6,691-56.1% |
| Admin fee / account holder | $552 | $9,750-94.3% | $8,391-93.4% | $13,402-95.9% |