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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 | $90,181 | $135,905-33.6% | $126,068-28.5% | $198,609-54.6% |
| Participation rate | 91.7% | 85.6%+6.0pp | 84.7%+7.0pp | 82.4%+9.3pp |
| Annual return | 6.90% | 14.07%-7.2pp | 15.01%-8.1pp | 202.70%-195.8pp |
| Employer contribution / active EE | $8,653 | $4,245+103.8% | $3,968+118.1% | $5,055+71.2% |
| Participant deferral / active EE | $5,648 | $8,523-33.7% | $8,214-31.2% | $6,977-19.0% |
| Admin fee / account holder | $98,301 | $21,036+367.3% | $18,264+438.2% | $19,030+416.6% |