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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 | $108,125 | $101,795+6.2% | $165,100-34.5% | $80,959+33.6% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.0pp | 67.7%+22.0pp |
| Annual return | 16.41% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,802 | $2,954+28.7% | $4,348-12.6% | $2,757+37.9% |
| Participant deferral / active EE | $5,987 | $4,476+33.7% | $6,035-0.8% | $4,300+39.2% |
| Admin fee / account holder | $1,035 | $8,221-87.4% | $12,696-91.8% | $6,925-85.1% |