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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 | $108,429 | $110,337-1.7% | $102,383+5.9% | $145,877-25.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.28% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,608 | $4,216-38.1% | $3,870-32.6% | $4,663-44.1% |
| Participant deferral / active EE | $3,906 | $5,621-30.5% | $5,060-22.8% | $6,691-41.6% |
| Admin fee / account holder | $3,881 | $9,750-60.2% | $8,391-53.8% | $13,402-71.0% |