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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 | $84,273 | $87,132-3.3% | $105,624-20.2% | $80,959+4.1% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 11.43% | 17.03%-5.6pp | 116.20%-104.8pp | 35.67%-24.2pp |
| Employer contribution / active EE | $5,457 | $2,397+127.7% | $3,168+72.3% | $2,757+97.9% |
| Participant deferral / active EE | $7,943 | $3,985+99.3% | $5,013+58.5% | $4,300+84.7% |
| Admin fee / account holder | $71,897 | $8,449+751.0% | $10,961+555.9% | $6,925+938.2% |