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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 | $107,995 | $275,752-60.8% | $256,809-57.9% | $198,609-45.6% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 21.22% | 34.81%-13.6pp | 32.73%-11.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $9,968 | $7,721+29.1% | $7,263+37.2% | $5,055+97.2% |
| Participant deferral / active EE | $9,759 | $10,037-2.8% | $9,520+2.5% | $6,977+39.9% |
| Admin fee / account holder | $2,160 | $25,716-91.6% | $25,146-91.4% | $19,030-88.7% |