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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 | $69,104 | $110,410-37.4% | $102,437-32.5% | $145,897-52.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.39% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,170 | $4,217-72.2% | $3,871-69.8% | $4,663-74.9% |
| Participant deferral / active EE | $2,763 | $5,622-50.9% | $5,060-45.4% | $6,689-58.7% |
| Admin fee / account holder | $1,185 | $9,745-87.8% | $8,388-85.9% | $13,390-91.2% |