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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 | $94,006 | $93,617+0.4% | $135,982-30.9% | $75,177+25.0% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 17.13% | 30.89%-13.8pp | 68.32%-51.2pp | 160.75%-143.6pp |
| Employer contribution / active EE | $5,223 | $3,538+47.6% | $4,859+7.5% | $2,671+95.6% |
| Participant deferral / active EE | $6,837 | $6,406+6.7% | $7,760-11.9% | $4,126+65.7% |
| Admin fee / account holder | $1,134 | $6,980-83.8% | $10,767-89.5% | $5,651-79.9% |