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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 | $90,133 | $95,415-5.5% | $185,851-51.5% | $85,851+5.0% |
| Participation rate | 84.6% | 68.8%+15.8pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 13.44% | 23.59%-10.1pp | 122.11%-108.7pp | 318.63%-305.2pp |
| Employer contribution / active EE | $11,748 | $3,314+254.5% | $5,168+127.3% | $2,565+357.9% |
| Participant deferral / active EE | $4,590 | $3,424+34.1% | $5,569-17.6% | $3,952+16.1% |
| Admin fee / account holder | $4,100 | $7,215-43.2% | $16,245-74.8% | $6,261-34.5% |