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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 | $91,423 | $91,559-0.1% | $133,971-31.8% | $79,852+14.5% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 15.35% | 61.85%-46.5pp | 45.09%-29.7pp | 31.72%-16.4pp |
| Employer contribution / active EE | $5,756 | $2,384+141.5% | $3,919+46.9% | $2,471+132.9% |
| Participant deferral / active EE | $4,380 | $3,734+17.3% | $5,047-13.2% | $3,740+17.1% |
| Admin fee / account holder | $960 | $6,321-84.8% | $8,929-89.2% | $5,306-81.9% |