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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 | $83,455 | $226,105-63.1% | $182,540-54.3% | $152,897-45.4% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.0%+14.3pp | 82.5%+9.9pp |
| Annual return | 8.29% | 192.58%-184.3pp | 148.58%-140.3pp | 345.43%-337.1pp |
| Employer contribution / active EE | $2,656 | $4,978-46.7% | $4,076-34.8% | $4,764-44.3% |
| Participant deferral / active EE | $2,822 | $6,370-55.7% | $5,525-48.9% | $5,851-51.8% |
| Admin fee / account holder | $2,500 | $10,706-76.7% | $8,593-70.9% | $11,599-78.4% |