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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 | $73,422 | $127,790-42.5% | $106,555-31.1% | $167,536-56.2% |
| Participation rate | 81.0% | 78.3%+2.7pp | 76.1%+4.8pp | 82.1%-1.2pp |
| Annual return | 8.81% | 33.88%-25.1pp | 26.80%-18.0pp | 478.82%-470.0pp |
| Employer contribution / active EE | $949 | $3,428-72.3% | $2,819-66.3% | $4,839-80.4% |
| Participant deferral / active EE | $2,016 | $5,088-60.4% | $4,399-54.2% | $6,342-68.2% |
| Admin fee / account holder | $2,591 | $11,229-76.9% | $7,408-65.0% | $12,315-79.0% |