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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 | $99,886 | $73,988+35.0% | $96,538+3.5% | $75,177+32.9% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 18.23% | 26.73%-8.5pp | 35.74%-17.5pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,915 | $2,930-34.6% | $3,740-48.8% | $2,671-28.3% |
| Participant deferral / active EE | $6,703 | $3,660+83.1% | $4,880+37.3% | $4,126+62.4% |
| Admin fee / account holder | $45,352 | $5,220+768.9% | $6,737+573.1% | $5,651+702.5% |