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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 | $98,470 | $91,559+7.5% | $133,959-26.5% | $79,858+23.3% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 19.96% | 61.85%-41.9pp | 45.09%-25.1pp | 31.72%-11.8pp |
| Employer contribution / active EE | $3,117 | $2,384+30.8% | $3,919-20.5% | $2,471+26.2% |
| Participant deferral / active EE | $6,053 | $3,734+62.1% | $5,047+19.9% | $3,740+61.8% |
| Admin fee / account holder | $1,430 | $6,321-77.4% | $8,928-84.0% | $5,306-73.0% |