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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 | $86,035 | $115,225-25.3% | $100,712-14.6% | $138,895-38.1% |
| Participation rate | 93.3% | 74.3%+19.0pp | 69.3%+24.1pp | 79.9%+13.4pp |
| Annual return | 26.36% | 40.35%-14.0pp | 33.27%-6.9pp | 145.39%-119.0pp |
| Employer contribution / active EE | $3,925 | $2,771+41.6% | $2,313+69.7% | $4,194-6.4% |
| Participant deferral / active EE | $12,558 | $4,699+167.2% | $4,085+207.4% | $6,396+96.3% |
| Admin fee / account holder | $16,764 | $10,844+54.6% | $9,256+81.1% | $12,562+33.5% |