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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 | $111,576 | $176,838-36.9% | $146,685-23.9% | $167,518-33.4% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 11.68% | 24.04%-12.4pp | 22.75%-11.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $3,497 | $5,161-32.2% | $4,137-15.5% | $4,838-27.7% |
| Participant deferral / active EE | $4,337 | $6,441-32.7% | $5,507-21.2% | $6,342-31.6% |
| Admin fee / account holder | $24,408 | $13,262+84.0% | $10,281+137.4% | $12,312+98.2% |