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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 | $65,893 | $117,829-44.1% | $102,423-35.7% | $145,877-54.8% |
| Participation rate | 95.5% | 78.6%+16.8pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 15.60% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $4,969 | $3,615+37.5% | $3,023+64.4% | $4,663+6.6% |
| Participant deferral / active EE | $10,702 | $5,732+86.7% | $5,054+111.7% | $6,691+60.0% |
| Admin fee / account holder | $4,633 | $13,335-65.3% | $9,455-51.0% | $13,402-65.4% |