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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 | $96,292 | $58,493+64.6% | $84,023+14.6% | $72,976+31.9% |
| Participation rate | 80.6% | 61.2%+19.4pp | 69.0%+11.6pp | 69.5%+11.2pp |
| Annual return | 19.23% | 28.93%-9.7pp | 71.32%-52.1pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,621 | $1,163+39.4% | $1,984-18.3% | $2,440-33.6% |
| Participant deferral / active EE | $3,991 | $2,394+66.7% | $3,239+23.2% | $3,608+10.6% |
| Admin fee / account holder | $963 | $4,569-78.9% | $6,102-84.2% | $5,124-81.2% |