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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 | $56,194 | $106,247-47.1% | $96,515-41.8% | $139,466-59.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 24.90% | 38.47%-13.6pp | 35.73%-10.8pp | 373.66%-348.8pp |
| Employer contribution / active EE | $3,222 | $4,106-21.5% | $3,740-13.8% | $4,754-32.2% |
| Participant deferral / active EE | $9,366 | $5,456+71.7% | $4,880+91.9% | $6,712+39.5% |
| Admin fee / account holder | $555 | $7,885-93.0% | $6,735-91.8% | $11,409-95.1% |