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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 | $70,303 | $117,895-40.4% | $102,460-31.4% | $145,897-51.8% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 21.11% | 31.92%-10.8pp | 29.47%-8.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $6,952 | $3,619+92.1% | $3,025+129.8% | $4,663+49.1% |
| Participant deferral / active EE | $7,894 | $5,736+37.6% | $5,056+56.1% | $6,689+18.0% |
| Admin fee / account holder | $3,419 | $13,353-74.4% | $9,460-63.9% | $13,390-74.5% |