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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 | $67,726 | $103,393-34.5% | $87,103-22.2% | $152,909-55.7% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 16.15% | 28.10%-12.0pp | 28.19%-12.0pp | 345.46%-329.3pp |
| Employer contribution / active EE | $1,834 | $3,221-43.1% | $2,521-27.3% | $4,764-61.5% |
| Participant deferral / active EE | $3,382 | $4,778-29.2% | $4,049-16.5% | $5,851-42.2% |
| Admin fee / account holder | $826 | $12,195-93.2% | $7,491-89.0% | $11,601-92.9% |