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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 | $79,733 | $110,410-27.8% | $102,437-22.2% | $145,897-45.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 24.14% | 24.85%-0.7pp | 24.95%-0.8pp | 552.29%-528.1pp |
| Employer contribution / active EE | $2,267 | $4,217-46.3% | $3,871-41.4% | $4,663-51.4% |
| Participant deferral / active EE | $4,562 | $5,622-18.8% | $5,060-9.8% | $6,689-31.8% |
| Admin fee / account holder | $28,828 | $9,745+195.8% | $8,388+243.7% | $13,390+115.3% |