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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 | $60,561 | $117,829-48.6% | $102,423-40.9% | $145,877-58.5% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 18.04% | 31.83%-13.8pp | 29.42%-11.4pp | 551.28%-533.2pp |
| Employer contribution / active EE | $4,365 | $3,615+20.7% | $3,023+44.4% | $4,663-6.4% |
| Participant deferral / active EE | $11,857 | $5,732+106.8% | $5,054+134.6% | $6,691+77.2% |
| Admin fee / account holder | $9,196 | $13,335-31.0% | $9,455-2.7% | $13,402-31.4% |