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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 | $105,279 | $76,407+37.8% | $150,298-30.0% | $82,448+27.7% |
| Participation rate | 83.9% | 66.4%+17.5pp | 77.8%+6.1pp | 68.1%+15.8pp |
| Annual return | 14.98% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,096 | $2,614-19.8% | $4,154-49.5% | $2,551-17.8% |
| Participant deferral / active EE | $5,699 | $3,214+77.3% | $5,453+4.5% | $4,139+37.7% |
| Admin fee / account holder | $1,276 | $6,352-79.9% | $14,116-91.0% | $7,234-82.4% |