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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 | $92,839 | $83,898+10.7% | $133,346-30.4% | $94,015-1.3% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.8%+15.2pp | 70.8%+17.2pp |
| Annual return | 19.55% | 16.00%+3.6pp | 36.85%-17.3pp | 17.84%+1.7pp |
| Employer contribution / active EE | $7,000 | $1,821+284.5% | $2,853+145.3% | $2,790+150.9% |
| Participant deferral / active EE | $4,019 | $3,245+23.8% | $4,332-7.2% | $4,249-5.4% |
| Admin fee / account holder | $317 | $7,809-95.9% | $14,264-97.8% | $8,951-96.5% |