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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 | $78,356 | $106,267-26.3% | $96,520-18.8% | $139,456-43.8% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 14.67% | 38.45%-23.8pp | 35.72%-21.0pp | 373.45%-358.8pp |
| Employer contribution / active EE | $3,942 | $4,105-4.0% | $3,739+5.4% | $4,753-17.1% |
| Participant deferral / active EE | $8,024 | $5,454+47.1% | $4,879+64.5% | $6,711+19.6% |
| Admin fee / account holder | $17,263 | $7,882+119.0% | $6,733+156.4% | $11,407+51.3% |