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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 | $108,700 | $124,346-12.6% | $111,306-2.3% | $167,553-35.1% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.3%+14.0pp | 82.1%+9.2pp |
| Annual return | 10.66% | 37.46%-26.8pp | 54.67%-44.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,500 | $3,438-27.3% | $2,732-8.5% | $4,840-48.3% |
| Participant deferral / active EE | $4,241 | $5,182-18.1% | $4,488-5.5% | $6,343-33.1% |
| Admin fee / account holder | $5,362 | $10,623-49.5% | $7,966-32.7% | $12,316-56.5% |