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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 | $68,920 | $165,361-58.3% | $149,715-54.0% | $158,950-56.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.88% | 348.24%-336.4pp | 276.66%-264.8pp | 302.91%-291.0pp |
| Employer contribution / active EE | $1,655 | $5,103-67.6% | $4,645-64.4% | $4,762-65.2% |
| Participant deferral / active EE | $4,550 | $7,182-36.6% | $6,842-33.5% | $5,983-23.9% |
| Admin fee / account holder | $17,178 | $10,808+58.9% | $9,310+84.5% | $11,248+52.7% |