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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 | $94,606 | $78,672+20.3% | $109,163-13.3% | $85,856+10.2% |
| Participation rate | 90.2% | 68.3%+21.9pp | 75.9%+14.3pp | 69.3%+20.8pp |
| Annual return | 21.32% | 25.09%-3.8pp | 25.75%-4.4pp | 318.58%-297.3pp |
| Employer contribution / active EE | $1,922 | $2,734-29.7% | $3,723-48.4% | $2,565-25.1% |
| Participant deferral / active EE | $2,750 | $3,467-20.7% | $4,654-40.9% | $3,952-30.4% |
| Admin fee / account holder | $3,252 | $5,470-40.6% | $6,754-51.9% | $6,261-48.1% |