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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 | $87,098 | $81,233+7.2% | $155,567-44.0% | $80,874+7.7% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 13.17% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $6,168 | $3,101+98.9% | $4,674+32.0% | $2,756+123.8% |
| Participant deferral / active EE | $4,837 | $3,452+40.1% | $5,628-14.0% | $4,297+12.6% |
| Admin fee / account holder | $1,301 | $7,998-83.7% | $15,916-91.8% | $6,935-81.2% |