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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 | $92,437 | $65,034+42.1% | $90,970+1.6% | $79,856+15.8% |
| Participation rate | 93.6% | 61.6%+32.0pp | 69.0%+24.6pp | 69.6%+23.9pp |
| Annual return | 15.68% | 30.45%-14.8pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $803 | $1,247-35.6% | $2,122-62.1% | $2,471-67.5% |
| Participant deferral / active EE | $5,747 | $2,512+128.8% | $3,373+70.4% | $3,741+53.6% |
| Admin fee / account holder | $7,982 | $4,536+76.0% | $5,961+33.9% | $5,306+50.4% |