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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 | $87,841 | $127,790-31.3% | $106,554-17.6% | $167,553-47.6% |
| Participation rate | 82.6% | 78.3%+4.3pp | 76.1%+6.5pp | 82.1%+0.5pp |
| Annual return | 13.73% | 33.88%-20.1pp | 26.80%-13.1pp | 478.89%-465.2pp |
| Employer contribution / active EE | $1,530 | $3,427-55.4% | $2,819-45.7% | $4,840-68.4% |
| Participant deferral / active EE | $3,529 | $5,088-30.6% | $4,398-19.8% | $6,343-44.4% |
| Admin fee / account holder | $4,091 | $11,231-63.6% | $7,408-44.8% | $12,316-66.8% |