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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 | $99,117 | $106,524-7.0% | $152,301-34.9% | $87,485+13.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 17.44% | 26.89%-9.4pp | 80.50%-63.1pp | 26.06%-8.6pp |
| Employer contribution / active EE | $3,013 | $3,371-10.6% | $4,624-34.9% | $2,596+16.0% |
| Participant deferral / active EE | $6,516 | $6,525-0.1% | $8,004-18.6% | $4,274+52.5% |
| Admin fee / account holder | $26,212 | $8,287+216.3% | $14,398+82.1% | $7,775+237.1% |