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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 | $120,576 | $157,829-23.6% | $136,867-11.9% | $198,609-39.3% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 16.68% | 51.25%-34.6pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,914 | $3,923-25.7% | $3,547-17.9% | $5,055-42.4% |
| Participant deferral / active EE | $4,864 | $5,463-11.0% | $4,924-1.2% | $6,977-30.3% |
| Admin fee / account holder | $856 | $11,107-92.3% | $10,340-91.7% | $19,030-95.5% |