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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 | $88,982 | $110,410-19.4% | $102,437-13.1% | $145,897-39.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.71% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,094 | $4,217-50.3% | $3,871-45.9% | $4,663-55.1% |
| Participant deferral / active EE | $8,704 | $5,622+54.8% | $5,060+72.0% | $6,689+30.1% |
| Admin fee / account holder | $2,438 | $9,745-75.0% | $8,388-70.9% | $13,390-81.8% |