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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 | $101,200 | $111,814-9.5% | $103,374-2.1% | $145,959-30.7% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,292 | $4,214-21.9% | $3,869-14.9% | $4,661-29.4% |
| Participant deferral / active EE | $8,546 | $5,618+52.1% | $5,058+69.0% | $6,689+27.8% |
| Admin fee / account holder | $1,059 | $9,754-89.1% | $8,394-87.4% | $13,398-92.1% |