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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 | $83,655 | $123,155-32.1% | $108,753-23.1% | $155,188-46.1% |
| Participation rate | 95.5% | 75.6%+19.8pp | 71.1%+24.4pp | 80.8%+14.7pp |
| Annual return | 18.08% | 44.73%-26.6pp | 37.47%-19.4pp | 148.84%-130.8pp |
| Employer contribution / active EE | $3,360 | $2,811+19.5% | $2,427+38.5% | $4,248-20.9% |
| Participant deferral / active EE | $8,278 | $4,623+79.1% | $4,115+101.2% | $6,531+26.8% |
| Admin fee / account holder | $1,151 | $12,126-90.5% | $10,320-88.8% | $14,480-92.0% |