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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 | $58,771 | $115,903-49.3% | $100,528-41.5% | $158,966-63.0% |
| Participation rate | 90.5% | 81.6%+8.9pp | 79.4%+11.1pp | 82.0%+8.5pp |
| Annual return | 13.33% | 34.80%-21.5pp | 30.90%-17.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,710 | $4,105-34.0% | $3,419-20.7% | $4,762-43.1% |
| Participant deferral / active EE | $8,260 | $6,677+23.7% | $6,271+31.7% | $5,983+38.1% |
| Admin fee / account holder | $13,114 | $11,000+19.2% | $8,084+62.2% | $11,250+16.6% |