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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 | $77,941 | $71,197+9.5% | $93,669-16.8% | $80,925-3.7% |
| Participation rate | 90.9% | 60.4%+30.5pp | 68.7%+22.2pp | 67.7%+23.3pp |
| Annual return | 11.82% | 11.27%+0.5pp | 133.59%-121.8pp | 35.65%-23.8pp |
| Employer contribution / active EE | $6,093 | $1,565+289.4% | $2,424+151.4% | $2,756+121.1% |
| Participant deferral / active EE | $4,159 | $4,036+3.0% | $4,416-5.8% | $4,299-3.3% |
| Admin fee / account holder | $2,309 | $6,959-66.8% | $8,291-72.2% | $6,940-66.7% |