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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 | $81,149 | $81,276-0.2% | $155,574-47.8% | $80,925+0.3% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 13.03% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,726 | $3,103-44.4% | $4,676-63.1% | $2,756-37.4% |
| Participant deferral / active EE | $4,631 | $3,453+34.1% | $5,629-17.7% | $4,299+7.7% |
| Admin fee / account holder | $829 | $7,993-89.6% | $15,914-94.8% | $6,940-88.1% |