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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 | $89,323 | $103,393-13.6% | $87,103+2.5% | $152,909-41.6% |
| Participation rate | 95.8% | 79.4%+16.5pp | 76.9%+19.0pp | 82.5%+13.4pp |
| Annual return | 20.20% | 28.10%-7.9pp | 28.19%-8.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $4,614 | $3,221+43.2% | $2,521+83.0% | $4,764-3.2% |
| Participant deferral / active EE | $4,659 | $4,778-2.5% | $4,049+15.1% | $5,851-20.4% |
| Admin fee / account holder | $1,204 | $12,195-90.1% | $7,491-83.9% | $11,601-89.6% |