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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 | $76,804 | $62,592+22.7% | $85,709-10.4% | $85,847-10.5% |
| Participation rate | 93.2% | 61.1%+32.0pp | 69.9%+23.3pp | 69.3%+23.8pp |
| Annual return | 11.58% | 23.77%-12.2pp | 21.49%-9.9pp | 318.61%-307.0pp |
| Employer contribution / active EE | $5,235 | $1,755+198.2% | $2,619+99.9% | $2,565+104.1% |
| Participant deferral / active EE | $2,596 | $2,802-7.4% | $3,924-33.8% | $3,952-34.3% |
| Admin fee / account holder | $2,753 | $4,643-40.7% | $6,876-60.0% | $6,261-56.0% |