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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 | $99,420 | $78,428+26.8% | $95,960+3.6% | $79,852+24.5% |
| Participation rate | 88.6% | 73.5%+15.1pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 11.17% | 19.37%-8.2pp | 91.63%-80.5pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,922 | $1,945-1.2% | $2,541-24.4% | $2,471-22.2% |
| Participant deferral / active EE | $4,757 | $3,440+38.3% | $4,167+14.2% | $3,740+27.2% |
| Admin fee / account holder | $3,734 | $5,622-33.6% | $6,797-45.1% | $5,306-29.6% |