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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 | $78,189 | $118,695-34.1% | $98,916-21.0% | $158,950-50.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 12.57% | 372.39%-359.8pp | 196.45%-183.9pp | 302.91%-290.3pp |
| Employer contribution / active EE | $1,592 | $3,333-52.2% | $2,689-40.8% | $4,762-66.6% |
| Participant deferral / active EE | $3,825 | $5,088-24.8% | $4,245-9.9% | $5,983-36.1% |
| Admin fee / account holder | $7,118 | $10,132-29.8% | $6,642+7.2% | $11,248-36.7% |