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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 | $103,682 | $87,106+19.0% | $105,607-1.8% | $80,935+28.1% |
| Participation rate | 90.4% | 70.4%+19.9pp | 75.3%+15.1pp | 67.7%+22.7pp |
| Annual return | 12.52% | 17.01%-4.5pp | 116.11%-103.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,236 | $2,396-48.4% | $3,167-61.0% | $2,757-55.2% |
| Participant deferral / active EE | $4,058 | $3,986+1.8% | $5,011-19.0% | $4,299-5.6% |
| Admin fee / account holder | $10,901 | $8,447+29.0% | $10,958-0.5% | $6,924+57.4% |