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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 | $81,584 | $93,589-12.8% | $135,942-40.0% | $75,181+8.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 17.50% | 30.90%-13.4pp | 68.28%-50.8pp | 160.69%-143.2pp |
| Employer contribution / active EE | $3,856 | $3,537+9.0% | $4,858-20.6% | $2,671+44.4% |
| Participant deferral / active EE | $9,481 | $6,405+48.0% | $7,759+22.2% | $4,126+129.8% |
| Admin fee / account holder | $2,345 | $6,977-66.4% | $10,764-78.2% | $5,650-58.5% |