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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 | $99,774 | $106,267-6.1% | $96,520+3.4% | $139,456-28.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 19.15% | 38.45%-19.3pp | 35.72%-16.6pp | 373.45%-354.3pp |
| Employer contribution / active EE | $7,050 | $4,105+71.7% | $3,739+88.6% | $4,753+48.3% |
| Participant deferral / active EE | $8,458 | $5,454+55.1% | $4,879+73.4% | $6,711+26.0% |
| Admin fee / account holder | $472 | $7,882-94.0% | $6,733-93.0% | $11,407-95.9% |