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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 | $71,408 | $106,280-32.8% | $96,538-26.0% | $139,487-48.8% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.86% | 38.48%-21.6pp | 35.74%-18.9pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,201 | $4,107-22.1% | $3,740-14.4% | $4,755-32.7% |
| Participant deferral / active EE | $2,843 | $5,457-47.9% | $4,880-41.8% | $6,713-57.7% |
| Admin fee / account holder | $3,174 | $7,888-59.8% | $6,737-52.9% | $11,407-72.2% |