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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 | $99,989 | $185,312-46.0% | $161,489-38.1% | $154,746-35.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 13.67% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,262 | $4,769-73.5% | $4,268-70.4% | $4,379-71.2% |
| Participant deferral / active EE | $6,221 | $6,350-2.0% | $5,630+10.5% | $6,730-7.6% |
| Admin fee / account holder | $510 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |