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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 | $90,394 | $68,852+31.3% | $120,524-25.0% | $80,925+11.7% |
| Participation rate | 96.0% | 61.6%+34.4pp | 71.9%+24.1pp | 67.7%+28.3pp |
| Annual return | 24.89% | 23.67%+1.2pp | 107.36%-82.5pp | 35.65%-10.8pp |
| Employer contribution / active EE | $1,786 | $2,063-13.4% | $3,469-48.5% | $2,756-35.2% |
| Participant deferral / active EE | $4,631 | $3,187+45.3% | $4,994-7.3% | $4,299+7.7% |
| Admin fee / account holder | $3,349 | $5,781-42.1% | $9,440-64.5% | $6,940-51.7% |