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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 | $88,921 | $111,814-20.5% | $103,378-14.0% | $145,978-39.1% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 17.76% | 24.80%-7.0pp | 24.91%-7.2pp | 550.52%-532.8pp |
| Employer contribution / active EE | $4,130 | $4,215-2.0% | $3,870+6.7% | $4,662-11.4% |
| Participant deferral / active EE | $11,095 | $5,618+97.5% | $5,058+119.4% | $6,690+65.9% |
| Admin fee / account holder | $4,340 | $9,764-55.5% | $8,401-48.3% | $13,400-67.6% |