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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 | $67,096 | $111,535-39.8% | $105,223-36.2% | $137,256-51.1% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 15.29% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,434 | $3,939-38.2% | $3,689-34.0% | $4,156-41.4% |
| Participant deferral / active EE | $4,790 | $5,500-12.9% | $5,072-5.5% | $6,407-25.2% |
| Admin fee / account holder | $4,711 | $9,721-51.5% | $8,859-46.8% | $12,270-61.6% |