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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 | $89,898 | $106,236-15.4% | $96,496-6.8% | $139,427-35.5% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 30.54% | 38.43%-7.9pp | 35.70%-5.2pp | 373.27%-342.7pp |
| Employer contribution / active EE | $3,612 | $4,104-12.0% | $3,738-3.4% | $4,752-24.0% |
| Participant deferral / active EE | $3,567 | $5,455-34.6% | $4,879-26.9% | $6,711-46.8% |
| Admin fee / account holder | $8,736 | $7,879+10.9% | $6,731+29.8% | $11,404-23.4% |