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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 | $93,573 | $111,535-16.1% | $105,223-11.1% | $137,256-31.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.14% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $11,072 | $3,939+181.0% | $3,689+200.2% | $4,156+166.4% |
| Participant deferral / active EE | $8,820 | $5,500+60.4% | $5,072+73.9% | $6,407+37.7% |
| Admin fee / account holder | $1,473 | $9,721-84.8% | $8,859-83.4% | $12,270-88.0% |