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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 | $98,715 | $73,978+33.4% | $96,515+2.3% | $75,173+31.3% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 14.75% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $6,636 | $2,931+126.4% | $3,740+77.5% | $2,671+148.5% |
| Participant deferral / active EE | $2,355 | $3,660-35.7% | $4,880-51.7% | $4,126-42.9% |
| Admin fee / account holder | $2,062 | $5,219-60.5% | $6,735-69.4% | $5,651-63.5% |