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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 | $96,975 | $161,352-39.9% | $134,172-27.7% | $137,256-29.3% |
| Participation rate | 92.9% | 78.3%+14.6pp | 72.5%+20.4pp | 80.0%+12.9pp |
| Annual return | 37.14% | 28.72%+8.4pp | 25.30%+11.8pp | 220.34%-183.2pp |
| Employer contribution / active EE | $3,280 | $4,099-20.0% | $3,420-4.1% | $4,156-21.1% |
| Participant deferral / active EE | $5,121 | $5,552-7.8% | $4,690+9.2% | $6,407-20.1% |
| Admin fee / account holder | $2,867 | $15,028-80.9% | $12,016-76.1% | $12,270-76.6% |