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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 | $55,339 | $117,895-53.1% | $102,460-46.0% | $145,897-62.1% |
| Participation rate | 86.4% | 78.6%+7.7pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 10.89% | 31.92%-21.0pp | 29.47%-18.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,802 | $3,619-22.6% | $3,025-7.4% | $4,663-39.9% |
| Participant deferral / active EE | $5,566 | $5,736-3.0% | $5,056+10.1% | $6,689-16.8% |
| Admin fee / account holder | $1,088 | $13,353-91.9% | $9,460-88.5% | $13,390-91.9% |