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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 | $98,630 | $81,504+21.0% | $102,437-3.7% | $80,959+21.8% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 13.98% | 25.60%-11.6pp | 24.95%-11.0pp | 35.67%-21.7pp |
| Employer contribution / active EE | $9,655 | $3,104+211.1% | $3,871+149.4% | $2,757+250.2% |
| Participant deferral / active EE | $9,494 | $3,871+145.3% | $5,060+87.6% | $4,300+120.8% |
| Admin fee / account holder | $3,447 | $6,719-48.7% | $8,388-58.9% | $6,925-50.2% |