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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 | $90,855 | $101,795-10.7% | $165,100-45.0% | $80,959+12.2% |
| Participation rate | 84.0% | 71.8%+12.2pp | 78.6%+5.4pp | 67.7%+16.3pp |
| Annual return | 17.89% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.8pp |
| Employer contribution / active EE | $4,653 | $2,954+57.5% | $4,348+7.0% | $2,757+68.8% |
| Participant deferral / active EE | $9,415 | $4,476+110.3% | $6,035+56.0% | $4,300+118.9% |
| Admin fee / account holder | $4,240 | $8,221-48.4% | $12,696-66.6% | $6,925-38.8% |