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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 | $45,628 | $112,112-59.3% | $95,956-52.4% | $158,950-71.3% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 16.13% | 171.15%-155.0pp | 91.63%-75.5pp | 302.91%-286.8pp |
| Employer contribution / active EE | $3,038 | $3,199-5.0% | $2,541+19.5% | $4,762-36.2% |
| Participant deferral / active EE | $6,208 | $4,784+29.8% | $4,167+49.0% | $5,983+3.8% |
| Admin fee / account holder | $6,158 | $10,134-39.2% | $6,797-9.4% | $11,248-45.3% |