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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 | $80,054 | $98,240-18.5% | $82,312-2.7% | $147,586-45.8% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 24.02% | 30.85%-6.8pp | 25.88%-1.9pp | 578.59%-554.6pp |
| Employer contribution / active EE | $1,050 | $3,192-67.1% | $2,428-56.8% | $4,876-78.5% |
| Participant deferral / active EE | $6,365 | $4,383+45.2% | $3,706+71.7% | $5,439+17.0% |
| Admin fee / account holder | $4,995 | $8,563-41.7% | $5,608-10.9% | $10,886-54.1% |