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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 | $88,629 | $95,601-7.3% | $77,183+14.8% | $139,456-36.4% |
| Participation rate | 90.0% | 74.0%+16.0pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 15.17% | 54.96%-39.8pp | 37.89%-22.7pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,449 | $3,145-53.9% | $2,534-42.8% | $4,753-69.5% |
| Participant deferral / active EE | $5,922 | $4,623+28.1% | $3,833+54.5% | $6,711-11.8% |
| Admin fee / account holder | $14,533 | $8,302+75.0% | $5,475+165.4% | $11,407+27.4% |