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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 | $93,592 | $71,230+31.4% | $93,727-0.1% | $80,959+15.6% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.1pp | 67.7%+30.2pp |
| Annual return | 13.57% | 11.26%+2.3pp | 133.83%-120.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,786 | $1,565+205.8% | $2,421+97.7% | $2,757+73.6% |
| Participant deferral / active EE | $2,826 | $4,037-30.0% | $4,417-36.0% | $4,300-34.3% |
| Admin fee / account holder | $2,919 | $6,961-58.1% | $8,292-64.8% | $6,925-57.8% |