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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 | $93,357 | $157,829-40.8% | $136,867-31.8% | $198,609-53.0% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 17.19% | 51.25%-34.1pp | 42.97%-25.8pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,879 | $3,923-26.6% | $3,547-18.8% | $5,055-43.1% |
| Participant deferral / active EE | $3,657 | $5,463-33.1% | $4,924-25.7% | $6,977-47.6% |
| Admin fee / account holder | $1,351 | $11,107-87.8% | $10,340-86.9% | $19,030-92.9% |