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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 | $199,886 | $211,239-5.4% | $178,528+12.0% | $145,877+37.0% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.33% | 30.22%-14.9pp | 27.11%-11.8pp | 551.28%-536.0pp |
| Employer contribution / active EE | $2,002 | $4,570-56.2% | $3,950-49.3% | $4,663-57.1% |
| Participant deferral / active EE | $7,245 | $6,963+4.1% | $6,278+15.4% | $6,691+8.3% |
| Admin fee / account holder | $3,202 | $12,095-73.5% | $10,419-69.3% | $13,402-76.1% |