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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 | $115,872 | $84,236+37.6% | $170,435-32.0% | $70,126+65.2% |
| Participation rate | 93.9% | 70.8%+23.0pp | 83.6%+10.3pp | 69.5%+24.3pp |
| Annual return | 17.09% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $4,962 | $3,387+46.5% | $5,432-8.7% | $2,343+111.8% |
| Participant deferral / active EE | $7,656 | $3,086+148.1% | $4,939+55.0% | $3,332+129.8% |
| Admin fee / account holder | $2,387 | $5,698-58.1% | $13,881-82.8% | $4,645-48.6% |