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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 | $75,144 | $89,259-15.8% | $107,187-29.9% | $82,637-9.1% |
| Participation rate | 93.5% | 67.9%+25.5pp | 75.0%+18.5pp | 68.1%+25.4pp |
| Annual return | 14.77% | 21.02%-6.3pp | 204.55%-189.8pp | 53.51%-38.7pp |
| Employer contribution / active EE | $3,280 | $3,080+6.5% | $3,782-13.3% | $2,552+28.5% |
| Participant deferral / active EE | $7,795 | $4,037+93.1% | $5,096+53.0% | $4,126+88.9% |
| Admin fee / account holder | $3,708 | $7,381-49.8% | $9,162-59.5% | $7,339-49.5% |