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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 | $92,567 | $96,731-4.3% | $123,973-25.3% | $86,983+6.4% |
| Participation rate | 91.7% | 70.0%+21.6pp | 76.7%+15.0pp | 69.5%+22.1pp |
| Annual return | 13.53% | 17.33%-3.8pp | 388.13%-374.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $2,498 | $3,297-24.2% | $4,126-39.4% | $2,584-3.3% |
| Participant deferral / active EE | $4,603 | $4,152+10.9% | $5,247-12.3% | $4,194+9.8% |
| Admin fee / account holder | $3,262 | $8,722-62.6% | $11,799-72.4% | $7,856-58.5% |