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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 | $92,835 | $62,164+49.3% | $81,482+13.9% | $74,400+24.8% |
| Participation rate | 82.2% | 64.1%+18.2pp | 69.5%+12.7pp | 67.2%+15.0pp |
| Annual return | 15.93% | 16.50%-0.6pp | 24.79%-8.9pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $1,639 | $1,884-13.0% | $2,463-33.5% | $2,624-37.6% |
| Participant deferral / active EE | $6,861 | $3,230+112.4% | $3,885+76.6% | $4,348+57.8% |
| Admin fee / account holder | $3,039 | $1,923+58.1% | $5,761-47.2% | $1,944+56.4% |