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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 | $71,904 | $85,060-15.5% | $70,565+1.9% | $139,487-48.5% |
| Participation rate | 89.5% | 73.9%+15.6pp | 68.4%+21.1pp | 80.3%+9.1pp |
| Annual return | 12.29% | 30.39%-18.1pp | 32.79%-20.5pp | 373.84%-361.6pp |
| Employer contribution / active EE | $2,484 | $3,912-36.5% | $2,976-16.5% | $4,755-47.7% |
| Participant deferral / active EE | $4,180 | $5,891-29.0% | $4,568-8.5% | $6,713-37.7% |
| Admin fee / account holder | $1,395 | $8,932-84.4% | $6,430-78.3% | $11,407-87.8% |