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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 | $100,337 | $54,541+84.0% | $78,778+27.4% | $70,124+43.1% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.2%+20.8pp | 69.5%+20.5pp |
| Annual return | 13.68% | 21.07%-7.4pp | 35.62%-21.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,090 | $1,089+0.2% | $1,986-45.1% | $2,342-53.5% |
| Participant deferral / active EE | $4,236 | $2,210+91.7% | $2,958+43.2% | $3,332+27.1% |
| Admin fee / account holder | $3,114 | $3,709-16.0% | $5,134-39.3% | $4,645-33.0% |