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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 | $87,293 | $109,904-20.6% | $97,167-10.2% | $145,959-40.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 9.48% | 243.43%-234.0pp | 75.27%-65.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,678 | $3,084-45.6% | $2,729-38.5% | $4,661-64.0% |
| Participant deferral / active EE | $5,597 | $4,676+19.7% | $4,264+31.3% | $6,689-16.3% |
| Admin fee / account holder | $7,110 | $6,216+14.4% | $5,650+25.8% | $13,398-46.9% |