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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 | $98,339 | $99,345-1.0% | $84,753+16.0% | $273,972-64.1% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.59% | 22.93%-16.3pp | 22.78%-16.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $19,193 | $4,214+355.5% | $3,574+437.0% | $4,869+294.2% |
| Participant deferral / active EE | $3,061 | $4,270-28.3% | $3,712-17.5% | $5,287-42.1% |
| Admin fee / account holder | $7,467 | $6,645+12.4% | $5,333+40.0% | $10,133-26.3% |