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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 | $97,372 | $91,198+6.8% | $178,503-45.5% | $79,856+21.9% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 13.74% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,000 | $3,257-38.6% | $5,011-60.1% | $2,471-19.1% |
| Participant deferral / active EE | $6,305 | $3,237+94.8% | $5,202+21.2% | $3,741+68.6% |
| Admin fee / account holder | $7,866 | $6,748+16.6% | $13,987-43.8% | $5,306+48.2% |