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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 | $95,877 | $87,132+10.0% | $105,624-9.2% | $80,959+18.4% |
| Participation rate | 76.2% | 70.4%+5.8pp | 75.3%+0.9pp | 67.7%+8.5pp |
| Annual return | 10.91% | 17.03%-6.1pp | 116.20%-105.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,812 | $2,397-24.4% | $3,168-42.8% | $2,757-34.3% |
| Participant deferral / active EE | $2,950 | $3,985-26.0% | $5,013-41.1% | $4,300-31.4% |
| Admin fee / account holder | $3,107 | $8,449-63.2% | $10,961-71.7% | $6,925-55.1% |