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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 | $53,889 | $178,174-69.8% | $156,181-65.5% | $137,256-60.7% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.8%+14.5pp | 80.0%+13.4pp |
| Annual return | 14.47% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,259 | $4,972-34.5% | $4,294-24.1% | $4,156-21.6% |
| Participant deferral / active EE | $7,786 | $6,888+13.0% | $6,132+27.0% | $6,407+21.5% |
| Admin fee / account holder | $8,354 | $17,404-52.0% | $14,586-42.7% | $12,270-31.9% |