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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 | $82,877 | $71,230+16.4% | $93,727-11.6% | $80,959+2.4% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.7%+26.3pp |
| Annual return | 16.59% | 11.26%+5.3pp | 133.83%-117.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $10,966 | $1,565+600.6% | $2,421+352.9% | $2,757+297.7% |
| Participant deferral / active EE | $12,007 | $4,037+197.4% | $4,417+171.8% | $4,300+179.2% |
| Admin fee / account holder | $5,532 | $6,961-20.5% | $8,292-33.3% | $6,925-20.1% |