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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 | $67,457 | $107,363-37.2% | $92,909-27.4% | $152,897-55.9% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.5%+2.5pp |
| Annual return | 22.58% | 145.63%-123.0pp | 109.44%-86.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,538 | $4,222-16.2% | $3,653-3.2% | $4,764-25.7% |
| Participant deferral / active EE | $8,878 | $4,848+83.1% | $4,238+109.5% | $5,851+51.7% |
| Admin fee / account holder | $730 | $7,082-89.7% | $5,795-87.4% | $11,599-93.7% |