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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 | $85,772 | $99,875-14.1% | $146,866-41.6% | $86,983-1.4% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 19.74% | 28.10%-8.4pp | 102.85%-83.1pp | 25.83%-6.1pp |
| Employer contribution / active EE | $6,996 | $3,224+117.0% | $4,425+58.1% | $2,584+170.7% |
| Participant deferral / active EE | $10,298 | $6,322+62.9% | $7,759+32.7% | $4,194+145.5% |
| Admin fee / account holder | $12,202 | $7,838+55.7% | $13,620-10.4% | $7,856+55.3% |