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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 | $106,524 | $93,598+13.8% | $135,974-21.7% | $75,173+41.7% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 15.18% | 30.89%-15.7pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,766 | $6,405+83.7% | $7,760+51.6% | $4,126+185.2% |
| Admin fee / account holder | $6,792 | $6,978-2.7% | $10,767-36.9% | $5,651+20.2% |