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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 | $109,279 | $102,422+6.7% | $147,117-25.7% | $80,959+35.0% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 15.25% | 135.16%-119.9pp | 420.54%-405.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,977 | $3,717-19.9% | $4,932-39.6% | $2,757+8.0% |
| Participant deferral / active EE | $9,536 | $6,652+43.4% | $8,065+18.2% | $4,300+121.7% |
| Admin fee / account holder | $6,528 | $7,953-17.9% | $12,993-49.8% | $6,925-5.7% |