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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 | $105,545 | $106,267-0.7% | $96,520+9.4% | $139,456-24.3% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 14.82% | 38.45%-23.6pp | 35.72%-20.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,891 | $4,105-53.9% | $3,739-49.4% | $4,753-60.2% |
| Participant deferral / active EE | $5,161 | $5,454-5.4% | $4,879+5.8% | $6,711-23.1% |
| Admin fee / account holder | $1,778 | $7,882-77.4% | $6,733-73.6% | $11,407-84.4% |