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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 | $81,032 | $127,298-36.3% | $109,916-26.3% | $167,553-51.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.2%+14.7pp | 82.1%+6.8pp |
| Annual return | 11.37% | 22.97%-11.6pp | 29.46%-18.1pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,437 | $3,325-56.8% | $2,844-49.5% | $4,840-70.3% |
| Participant deferral / active EE | $5,112 | $4,513+13.3% | $4,047+26.3% | $6,343-19.4% |
| Admin fee / account holder | $15,729 | $7,119+120.9% | $6,069+159.2% | $12,316+27.7% |