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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 | $82,331 | $117,846-30.1% | $102,434-19.6% | $145,884-43.6% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.47% | 31.90%-16.4pp | 29.46%-14.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $6,479 | $3,615+79.2% | $3,023+114.3% | $4,662+39.0% |
| Participant deferral / active EE | $5,551 | $5,733-3.2% | $5,055+9.8% | $6,690-17.0% |
| Admin fee / account holder | $9,147 | $13,356-31.5% | $9,462-3.3% | $13,392-31.7% |