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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 | $85,280 | $111,535-23.5% | $105,223-19.0% | $137,256-37.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 14.80% | 237.85%-223.1pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,718 | $3,939-56.4% | $3,689-53.4% | $4,156-58.7% |
| Participant deferral / active EE | $2,217 | $5,500-59.7% | $5,072-56.3% | $6,407-65.4% |
| Admin fee / account holder | $1,584 | $9,721-83.7% | $8,859-82.1% | $12,270-87.1% |