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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 | $98,314 | $58,627+67.7% | $76,735+28.1% | $82,448+19.2% |
| Participation rate | 91.2% | 63.2%+28.0pp | 69.5%+21.7pp | 68.1%+23.1pp |
| Annual return | 14.70% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,925 | $1,729+242.6% | $2,454+141.4% | $2,551+132.3% |
| Participant deferral / active EE | $6,117 | $3,134+95.2% | $4,088+49.6% | $4,139+47.8% |
| Admin fee / account holder | $1,513 | $5,323-71.6% | $7,189-79.0% | $7,234-79.1% |