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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 | $98,653 | $108,825-9.3% | $156,181-36.8% | $82,448+19.7% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.0pp | 68.1%+14.8pp |
| Annual return | 16.43% | 20.59%-4.2pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,535 | $4,577+108.3% | $6,132+55.5% | $4,139+130.4% |
| Admin fee / account holder | $33,072 | $9,341+254.1% | $14,586+126.7% | $7,234+357.1% |