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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 | $87,164 | $176,105-50.5% | $159,474-45.3% | $167,536-48.0% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 18.34% | 331.91%-313.6pp | 263.68%-245.3pp | 478.82%-460.5pp |
| Employer contribution / active EE | $2,019 | $5,299-61.9% | $4,831-58.2% | $4,839-58.3% |
| Participant deferral / active EE | $4,219 | $7,751-45.6% | $7,353-42.6% | $6,342-33.5% |
| Admin fee / account holder | $3,798 | $12,559-69.8% | $10,802-64.8% | $12,315-69.2% |