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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 | $78,238 | $70,430+11.1% | $96,572-19.0% | $85,851-8.9% |
| Participation rate | 76.5% | 61.8%+14.7pp | 69.8%+6.6pp | 69.3%+7.1pp |
| Annual return | 14.85% | 18.58%-3.7pp | 37.79%-22.9pp | 318.63%-303.8pp |
| Employer contribution / active EE | $1,721 | $1,413+21.7% | $2,357-27.0% | $2,565-32.9% |
| Participant deferral / active EE | $2,134 | $2,894-26.3% | $3,850-44.6% | $3,952-46.0% |
| Admin fee / account holder | $9,524 | $4,996+90.6% | $6,183+54.0% | $6,261+52.1% |