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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 | $85,173 | $185,312-54.0% | $161,489-47.3% | $154,746-45.0% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,489 | $4,769-68.8% | $4,268-65.1% | $4,379-66.0% |
| Participant deferral / active EE | $7,007 | $6,350+10.4% | $5,630+24.5% | $6,730+4.1% |
| Admin fee / account holder | $834 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |