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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 | $106,094 | $115,903-8.5% | $100,528+5.5% | $158,966-33.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 38.43% | 34.80%+3.6pp | 30.90%+7.5pp | 302.95%-264.5pp |
| Employer contribution / active EE | $1,803 | $4,105-56.1% | $3,419-47.3% | $4,762-62.1% |
| Participant deferral / active EE | $4,844 | $6,677-27.4% | $6,271-22.8% | $5,983-19.0% |
| Admin fee / account holder | $1,069 | $11,000-90.3% | $8,084-86.8% | $11,250-90.5% |