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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 | $82,094 | $81,233+1.1% | $155,567-47.2% | $80,874+1.5% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 14.28% | 33.33%-19.0pp | 64.74%-50.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $5,197 | $3,101+67.6% | $4,674+11.2% | $2,756+88.6% |
| Participant deferral / active EE | $4,132 | $3,452+19.7% | $5,628-26.6% | $4,297-3.8% |
| Admin fee / account holder | $3,867 | $7,998-51.6% | $15,916-75.7% | $6,935-44.2% |