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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 | $104,721 | $157,829-33.6% | $136,867-23.5% | $198,609-47.3% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 15.71% | 51.25%-35.5pp | 42.97%-27.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $2,901 | $3,923-26.0% | $3,547-18.2% | $5,055-42.6% |
| Participant deferral / active EE | $6,510 | $5,463+19.2% | $4,924+32.2% | $6,977-6.7% |
| Admin fee / account holder | $7,713 | $11,107-30.6% | $10,340-25.4% | $19,030-59.5% |