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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 | $74,797 | $114,119-34.5% | $107,187-30.2% | $138,895-46.1% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 79.9%+5.1pp |
| Annual return | 12.81% | 273.21%-260.4pp | 204.55%-191.7pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,500 | $4,059-63.0% | $3,782-60.3% | $4,194-64.2% |
| Participant deferral / active EE | $1,561 | $5,538-71.8% | $5,096-69.4% | $6,396-75.6% |
| Admin fee / account holder | $4,271 | $10,024-57.4% | $9,162-53.4% | $12,562-66.0% |