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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 | $89,669 | $161,352-44.4% | $134,172-33.2% | $137,256-34.7% |
| Participation rate | 95.5% | 78.3%+17.2pp | 72.5%+23.0pp | 80.0%+15.5pp |
| Annual return | 20.04% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,013 | $4,099-50.9% | $3,420-41.1% | $4,156-51.6% |
| Participant deferral / active EE | $3,929 | $5,552-29.2% | $4,690-16.2% | $6,407-38.7% |
| Admin fee / account holder | $818 | $15,028-94.6% | $12,016-93.2% | $12,270-93.3% |