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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 | $90,136 | $201,344-55.2% | $184,243-51.1% | $145,877-38.2% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 13.41% | 29.01%-15.6pp | 28.82%-15.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,064 | $7,022-56.4% | $6,427-52.3% | $4,663-34.3% |
| Participant deferral / active EE | $6,117 | $9,807-37.6% | $9,132-33.0% | $6,691-8.6% |
| Admin fee / account holder | $1,539 | $16,382-90.6% | $13,914-88.9% | $13,402-88.5% |