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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 | $109,303 | $67,411+62.1% | $91,004+20.1% | $70,126+55.9% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 16.66% | -40.16%+56.8pp | 4.60%+12.1pp | 73.15%-56.5pp |
| Employer contribution / active EE | $4,781 | $1,786+167.7% | $2,456+94.7% | $2,343+104.1% |
| Participant deferral / active EE | $3,798 | $2,823+34.5% | $3,548+7.0% | $3,332+14.0% |
| Admin fee / account holder | $409 | $4,236-90.4% | $5,417-92.5% | $4,645-91.2% |