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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 | $86,187 | $87,132-1.1% | $105,624-18.4% | $80,959+6.5% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.7%+21.2pp |
| Annual return | 25.04% | 17.03%+8.0pp | 116.20%-91.2pp | 35.67%-10.6pp |
| Employer contribution / active EE | $5,920 | $2,397+147.0% | $3,168+86.9% | $2,757+114.7% |
| Participant deferral / active EE | $13,995 | $3,985+251.1% | $5,013+179.2% | $4,300+225.4% |
| Admin fee / account holder | $7,409 | $8,449-12.3% | $10,961-32.4% | $6,925+7.0% |