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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 | $78,378 | $78,670-0.4% | $109,173-28.2% | $85,847-8.7% |
| Participation rate | 89.5% | 68.3%+21.2pp | 75.9%+13.6pp | 69.3%+20.2pp |
| Annual return | 12.88% | 25.09%-12.2pp | 25.75%-12.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $4,136 | $2,734+51.3% | $3,723+11.1% | $2,565+61.2% |
| Participant deferral / active EE | $3,961 | $3,467+14.2% | $4,654-14.9% | $3,952+0.2% |
| Admin fee / account holder | $986 | $5,469-82.0% | $6,755-85.4% | $6,261-84.2% |