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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 | $56,154 | $211,224-73.4% | $178,505-68.5% | $145,897-61.5% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 8.30% | 30.28%-22.0pp | 27.16%-18.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,083 | $4,577-76.3% | $3,955-72.6% | $4,663-76.8% |
| Participant deferral / active EE | $10,856 | $6,966+55.9% | $6,280+72.9% | $6,689+62.3% |
| Admin fee / account holder | $1,636 | $12,109-86.5% | $10,428-84.3% | $13,390-87.8% |