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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 | $62,206 | $102,638-39.4% | $81,982-24.1% | $158,982-60.9% |
| Participation rate | 93.3% | 75.5%+17.8pp | 69.3%+24.1pp | 82.0%+11.4pp |
| Annual return | 13.58% | 61.05%-47.5pp | 41.31%-27.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $1,644 | $3,241-49.3% | $2,498-34.2% | $4,763-65.5% |
| Participant deferral / active EE | $4,706 | $4,649+1.2% | $3,722+26.4% | $5,983-21.4% |
| Admin fee / account holder | $745 | $8,237-91.0% | $5,665-86.8% | $11,252-93.4% |