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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 | $89,742 | $201,344-55.4% | $184,243-51.3% | $145,877-38.5% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 14.07% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $6,333 | $7,022-9.8% | $6,427-1.5% | $4,663+35.8% |
| Participant deferral / active EE | $4,993 | $9,807-49.1% | $9,132-45.3% | $6,691-25.4% |
| Admin fee / account holder | $6,043 | $16,382-63.1% | $13,914-56.6% | $13,402-54.9% |