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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 | $94,438 | $117,829-19.9% | $102,423-7.8% | $145,877-35.3% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 12.94% | 31.83%-18.9pp | 29.42%-16.5pp | 551.28%-538.3pp |
| Employer contribution / active EE | $6,118 | $3,615+69.3% | $3,023+102.4% | $4,663+31.2% |
| Participant deferral / active EE | $15,144 | $5,732+164.2% | $5,054+199.6% | $6,691+126.3% |
| Admin fee / account holder | $14,699 | $13,335+10.2% | $9,455+55.5% | $13,402+9.7% |