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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 | $95,797 | $134,817-28.9% | $123,973-22.7% | $155,188-38.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.7%+9.1pp | 80.8%+4.9pp |
| Annual return | 13.95% | 515.49%-501.5pp | 388.13%-374.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $2,604 | $4,425-41.2% | $4,126-36.9% | $4,248-38.7% |
| Participant deferral / active EE | $3,007 | $5,706-47.3% | $5,247-42.7% | $6,531-54.0% |
| Admin fee / account holder | $2,727 | $13,245-79.4% | $11,799-76.9% | $14,480-81.2% |