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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 | $106,959 | $110,379-3.1% | $102,412+4.4% | $145,884-26.7% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 15.72% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,627 | $4,216-14.0% | $3,870-6.3% | $4,662-22.2% |
| Participant deferral / active EE | $7,571 | $5,622+34.7% | $5,060+49.6% | $6,690+13.2% |
| Admin fee / account holder | $6,835 | $9,745-29.9% | $8,388-18.5% | $13,392-49.0% |