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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 | $60,201 | $117,904-48.9% | $102,457-41.2% | $145,978-58.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 14.10% | 31.80%-17.7pp | 29.41%-15.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,636 | $3,613+0.6% | $3,022+20.3% | $4,662-22.0% |
| Participant deferral / active EE | $5,164 | $5,733-9.9% | $5,054+2.2% | $6,690-22.8% |
| Admin fee / account holder | $515 | $13,329-96.1% | $9,451-94.6% | $13,400-96.2% |