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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 | $87,339 | $210,698-58.5% | $178,014-50.9% | $145,959-40.2% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 9.11% | 386.27%-377.2pp | 294.80%-285.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $20,306 | $4,567+344.6% | $3,950+414.1% | $4,661+335.7% |
| Participant deferral / active EE | $4,941 | $6,958-29.0% | $6,276-21.3% | $6,689-26.1% |
| Admin fee / account holder | $585 | $12,016-95.1% | $10,362-94.4% | $13,398-95.6% |