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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 | $85,972 | $183,627-53.2% | $155,602-44.7% | $145,978-41.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 22.34% | 61.32%-39.0pp | 64.81%-42.5pp | 550.52%-528.2pp |
| Employer contribution / active EE | $2,309 | $5,316-56.6% | $4,675-50.6% | $4,662-50.5% |
| Participant deferral / active EE | $8,693 | $6,466+34.4% | $5,629+54.4% | $6,690+29.9% |
| Admin fee / account holder | $1,864 | $19,327-90.4% | $15,923-88.3% | $13,400-86.1% |