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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 | $128,886 | $91,037+41.6% | $71,671+79.8% | $147,586-12.7% |
| Participation rate | 71.4% | 76.1%-4.7pp | 68.7%+2.7pp | 82.8%-11.4pp |
| Annual return | 15.76% | 20.48%-4.7pp | 20.65%-4.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $868 | $3,327-73.9% | $2,460-64.7% | $4,876-82.2% |
| Participant deferral / active EE | $1,568 | $4,498-65.1% | $3,438-54.4% | $5,439-71.2% |
| Admin fee / account holder | $947 | $8,613-89.0% | $5,558-83.0% | $10,886-91.3% |