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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 | $73,841 | $110,240-33.0% | $96,544-23.5% | $139,487-47.1% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 12.94% | 26.41%-13.5pp | 25.88%-12.9pp | 373.84%-360.9pp |
| Employer contribution / active EE | $1,414 | $3,622-61.0% | $2,966-52.3% | $4,755-70.3% |
| Participant deferral / active EE | $8,258 | $5,549+48.8% | $4,851+70.2% | $6,713+23.0% |
| Admin fee / account holder | $2,434 | $11,602-79.0% | $8,254-70.5% | $11,407-78.7% |