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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 | $91,205 | $71,215+28.1% | $93,696-2.7% | $80,935+12.7% |
| Participation rate | 78.1% | 60.4%+17.7pp | 68.7%+9.4pp | 67.7%+10.5pp |
| Annual return | 12.65% | 11.27%+1.4pp | 133.74%-121.1pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,231 | $1,565-21.4% | $2,422-49.2% | $2,757-55.3% |
| Participant deferral / active EE | $4,230 | $4,037+4.8% | $4,417-4.2% | $4,299-1.6% |
| Admin fee / account holder | $4,718 | $6,958-32.2% | $8,287-43.1% | $6,924-31.9% |