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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 | $65,055 | $78,682-17.3% | $109,188-40.4% | $85,851-24.2% |
| Participation rate | 89.6% | 68.3%+21.3pp | 75.9%+13.7pp | 69.3%+20.3pp |
| Annual return | 14.15% | 25.09%-10.9pp | 25.76%-11.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $11,391 | $2,734+316.7% | $3,723+206.0% | $2,565+344.0% |
| Participant deferral / active EE | $4,039 | $3,468+16.5% | $4,654-13.2% | $3,952+2.2% |
| Admin fee / account holder | $2,155 | $5,470-60.6% | $6,755-68.1% | $6,261-65.6% |