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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 | $88,921 | $110,337-19.4% | $102,383-13.1% | $145,877-39.0% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 17.76% | 24.83%-7.1pp | 24.94%-7.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $4,130 | $4,216-2.0% | $3,870+6.7% | $4,663-11.4% |
| Participant deferral / active EE | $11,095 | $5,621+97.4% | $5,060+119.3% | $6,691+65.8% |
| Admin fee / account holder | $4,340 | $9,750-55.5% | $8,391-48.3% | $13,402-67.6% |