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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 | $114,278 | $124,351-8.1% | $109,188+4.7% | $167,553-31.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 16.24% | 26.04%-9.8pp | 25.76%-9.5pp | 478.89%-462.7pp |
| Employer contribution / active EE | $3,490 | $4,210-17.1% | $3,723-6.3% | $4,840-27.9% |
| Participant deferral / active EE | $2,870 | $5,257-45.4% | $4,654-38.3% | $6,343-54.7% |
| Admin fee / account holder | $1,078 | $7,975-86.5% | $6,755-84.0% | $12,316-91.2% |