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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 | $50,677 | $162,812-68.9% | $133,971-62.2% | $158,966-68.1% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 20.51% | 41.94%-21.4pp | 45.09%-24.6pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,116 | $4,976-77.6% | $3,919-71.5% | $4,762-76.6% |
| Participant deferral / active EE | $7,006 | $5,910+18.5% | $5,047+38.8% | $5,983+17.1% |
| Admin fee / account holder | $807 | $11,741-93.1% | $8,929-91.0% | $11,250-92.8% |