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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 | $53,420 | $117,846-54.7% | $102,434-47.8% | $145,884-63.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 13.74% | 31.90%-18.2pp | 29.46%-15.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,025 | $3,615-71.6% | $3,023-66.1% | $4,662-78.0% |
| Participant deferral / active EE | $3,285 | $5,733-42.7% | $5,055-35.0% | $6,690-50.9% |
| Admin fee / account holder | $2,391 | $13,356-82.1% | $9,462-74.7% | $13,392-82.1% |