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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 | $74,174 | $154,193-51.9% | $130,045-43.0% | $139,466-46.8% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 15.01% | 32.51%-17.5pp | -137.30%+152.3pp | 373.66%-358.7pp |
| Employer contribution / active EE | $4,119 | $5,292-22.2% | $4,321-4.7% | $4,754-13.4% |
| Participant deferral / active EE | $9,253 | $6,709+37.9% | $5,820+59.0% | $6,712+37.9% |
| Admin fee / account holder | $9,808 | $13,989-29.9% | $10,600-7.5% | $11,409-14.0% |