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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 | $76,692 | $112,935-32.1% | $90,970-15.7% | $158,966-51.8% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 19.34% | 215.79%-196.4pp | 134.58%-115.2pp | 302.95%-283.6pp |
| Employer contribution / active EE | $2,219 | $2,895-23.3% | $2,122+4.6% | $4,762-53.4% |
| Participant deferral / active EE | $8,011 | $4,129+94.0% | $3,373+137.5% | $5,983+33.9% |
| Admin fee / account holder | $1,851 | $8,045-77.0% | $5,960-68.9% | $11,250-83.5% |