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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 | $99,151 | $73,978+34.0% | $96,515+2.7% | $75,173+31.9% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.2pp | 67.2%+24.3pp |
| Annual return | 25.83% | 26.72%-0.9pp | 35.73%-9.9pp | 160.72%-134.9pp |
| Employer contribution / active EE | $9,362 | $2,931+219.4% | $3,740+150.3% | $2,671+250.5% |
| Participant deferral / active EE | $5,545 | $3,660+51.5% | $4,880+13.6% | $4,126+34.4% |
| Admin fee / account holder | $5,321 | $5,219+2.0% | $6,735-21.0% | $5,651-5.8% |