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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 | $98,717 | $88,672+11.3% | $105,223-6.2% | $82,448+19.7% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.2pp |
| Annual return | 15.09% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,571 | $3,048+17.2% | $3,689-3.2% | $2,551+40.0% |
| Participant deferral / active EE | $2,963 | $4,036-26.6% | $5,072-41.6% | $4,139-28.4% |
| Admin fee / account holder | $963 | $7,146-86.5% | $8,859-89.1% | $7,234-86.7% |