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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 | $93,473 | $93,598-0.1% | $135,974-31.3% | $75,173+24.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 17.26% | 30.89%-13.6pp | 68.30%-51.0pp | 160.72%-143.5pp |
| Employer contribution / active EE | $3,648 | $3,538+3.1% | $4,859-24.9% | $2,671+36.6% |
| Participant deferral / active EE | $7,261 | $6,405+13.3% | $7,760-6.4% | $4,126+76.0% |
| Admin fee / account holder | $907 | $6,978-87.0% | $10,767-91.6% | $5,651-83.9% |