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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 | $98,687 | $110,212-10.5% | $96,534+2.2% | $139,466-29.2% |
| Participation rate | 82.4% | 78.1%+4.2pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 17.47% | 26.42%-8.9pp | 25.88%-8.4pp | 373.66%-356.2pp |
| Employer contribution / active EE | $4,308 | $3,620+19.0% | $2,965+45.3% | $4,754-9.4% |
| Participant deferral / active EE | $5,998 | $5,547+8.1% | $4,851+23.7% | $6,712-10.6% |
| Admin fee / account holder | $17,288 | $11,599+49.1% | $8,253+109.5% | $11,409+51.5% |