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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 | $93,572 | $110,410-15.3% | $102,437-8.7% | $145,897-35.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 14.49% | 24.85%-10.4pp | 24.95%-10.5pp | 552.29%-537.8pp |
| Employer contribution / active EE | $3,142 | $4,217-25.5% | $3,871-18.8% | $4,663-32.6% |
| Participant deferral / active EE | $8,013 | $5,622+42.5% | $5,060+58.4% | $6,689+19.8% |
| Admin fee / account holder | $1,011 | $9,745-89.6% | $8,388-87.9% | $13,390-92.4% |