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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 | $66,892 | $100,262-33.3% | $81,370-17.8% | $145,897-54.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 10.52% | 34.52%-24.0pp | 24.85%-14.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,409 | $2,979+48.0% | $2,464+78.9% | $4,663-5.4% |
| Participant deferral / active EE | $5,942 | $4,612+28.8% | $3,885+52.9% | $6,689-11.2% |
| Admin fee / account holder | $4,591 | $8,163-43.8% | $5,749-20.2% | $13,390-65.7% |