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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 | $53,862 | $117,904-54.3% | $102,457-47.4% | $145,978-63.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 12.77% | 31.80%-19.0pp | 29.41%-16.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $3,015 | $3,613-16.6% | $3,022-0.2% | $4,662-35.3% |
| Participant deferral / active EE | $4,843 | $5,733-15.5% | $5,054-4.2% | $6,690-27.6% |
| Admin fee / account holder | $13,808 | $13,329+3.6% | $9,451+46.1% | $13,400+3.0% |