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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 | $93,415 | $65,027+43.7% | $90,970+2.7% | $79,852+17.0% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.0%+28.0pp | 69.6%+27.3pp |
| Annual return | 16.30% | 30.45%-14.2pp | 134.58%-118.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $287 | $1,247-77.0% | $2,122-86.5% | $2,471-88.4% |
| Participant deferral / active EE | $5,289 | $2,512+110.6% | $3,373+56.8% | $3,740+41.4% |
| Admin fee / account holder | $8,531 | $4,535+88.1% | $5,960+43.1% | $5,306+60.8% |