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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 | $83,822 | $126,519-33.7% | $106,201-21.1% | $145,959-42.6% |
| Participation rate | 88.2% | 77.7%+10.6pp | 75.3%+12.9pp | 80.3%+8.0pp |
| Annual return | 13.75% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,538 | $3,726-31.9% | $3,170-19.9% | $4,661-45.5% |
| Participant deferral / active EE | $6,140 | $5,716+7.4% | $5,012+22.5% | $6,689-8.2% |
| Admin fee / account holder | $1,094 | $17,312-93.7% | $11,039-90.1% | $13,398-91.8% |