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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 | $86,954 | $106,749-18.5% | $145,433-40.2% | $82,448+5.5% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 18.96% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,382 | $3,444-59.9% | $4,554-69.7% | $2,551-45.8% |
| Participant deferral / active EE | $15,275 | $6,519+134.3% | $7,897+93.4% | $4,139+269.0% |
| Admin fee / account holder | $32,141 | $8,390+283.1% | $13,129+144.8% | $7,234+344.3% |