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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 | $84,972 | $81,233+4.6% | $155,567-45.4% | $80,874+5.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 12.22% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,613 | $3,101+16.5% | $4,674-22.7% | $2,756+31.1% |
| Participant deferral / active EE | $6,483 | $3,452+87.8% | $5,628+15.2% | $4,297+50.9% |
| Admin fee / account holder | $1,936 | $7,998-75.8% | $15,916-87.8% | $6,935-72.1% |