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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 | $57,021 | $108,882-47.6% | $96,754-41.1% | $154,746-63.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 70.3%+13.1pp | 80.7%+2.6pp |
| Annual return | 16.27% | 98.39%-82.1pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,725 | $3,018+23.4% | $2,679+39.0% | $4,379-14.9% |
| Participant deferral / active EE | $8,540 | $5,323+60.4% | $4,758+79.5% | $6,730+26.9% |
| Admin fee / account holder | $28,246 | $10,200+176.9% | $8,905+217.2% | $14,365+96.6% |