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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 | $75,126 | $84,236-10.8% | $170,435-55.9% | $70,126+7.1% |
| Participation rate | 93.7% | 70.8%+22.8pp | 83.6%+10.1pp | 69.5%+24.1pp |
| Annual return | 17.68% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,215 | $3,387-34.6% | $5,432-59.2% | $2,343-5.4% |
| Participant deferral / active EE | $4,164 | $3,086+34.9% | $4,939-15.7% | $3,332+25.0% |
| Admin fee / account holder | $7,141 | $5,698+25.3% | $13,881-48.6% | $4,645+53.7% |