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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 | $90,006 | $118,877-24.3% | $96,570-6.8% | $167,536-46.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 41.60% | 50.50%-8.9pp | 37.79%+3.8pp | 478.82%-437.2pp |
| Employer contribution / active EE | $1,755 | $3,121-43.8% | $2,357-25.6% | $4,839-63.7% |
| Participant deferral / active EE | $5,834 | $4,617+26.4% | $3,849+51.6% | $6,342-8.0% |
| Admin fee / account holder | $7,458 | $8,069-7.6% | $6,182+20.6% | $12,315-39.4% |