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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 | $90,187 | $106,864-15.6% | $147,318-38.8% | $82,637+9.1% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 21.43% | 27.49%-6.1pp | 70.43%-49.0pp | 53.51%-32.1pp |
| Employer contribution / active EE | $4,246 | $3,417+24.3% | $4,593-7.6% | $2,552+66.4% |
| Participant deferral / active EE | $9,920 | $6,496+52.7% | $7,906+25.5% | $4,126+140.4% |
| Admin fee / account holder | $370 | $8,415-95.6% | $13,708-97.3% | $7,339-95.0% |