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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 | $84,251 | $101,950-17.4% | $125,529-32.9% | $86,983-3.1% |
| Participation rate | 82.8% | 70.2%+12.6pp | 74.7%+8.0pp | 69.5%+13.2pp |
| Annual return | 14.83% | 18.29%-3.5pp | 202.56%-187.7pp | 25.83%-11.0pp |
| Employer contribution / active EE | $667 | $2,358-71.7% | $3,058-78.2% | $2,584-74.2% |
| Participant deferral / active EE | $2,169 | $3,862-43.8% | $4,813-54.9% | $4,194-48.3% |
| Admin fee / account holder | $406 | $12,791-96.8% | $16,298-97.5% | $7,856-94.8% |