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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 | $71,197+16.4% | $93,669-11.5% | $80,925+2.4% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.7%+26.3pp |
| Annual return | 16.59% | 11.27%+5.3pp | 133.59%-117.0pp | 35.65%-19.1pp |
| Employer contribution / active EE | $10,966 | $1,565+600.8% | $2,424+352.5% | $2,756+297.9% |
| Participant deferral / active EE | $12,007 | $4,036+197.5% | $4,416+171.9% | $4,299+179.3% |
| Admin fee / account holder | $5,532 | $6,959-20.5% | $8,291-33.3% | $6,940-20.3% |