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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 | $104,384 | $106,864-2.3% | $147,318-29.1% | $82,637+26.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 18.17% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $4,857 | $3,417+42.2% | $4,593+5.8% | $2,552+90.3% |
| Participant deferral / active EE | $7,115 | $6,496+9.5% | $7,906-10.0% | $4,126+72.4% |
| Admin fee / account holder | $3,388 | $8,415-59.7% | $13,708-75.3% | $7,339-53.8% |