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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 | $90,156 | $93,345-3.4% | $119,126-24.3% | $87,485+3.1% |
| Participation rate | 91.1% | 68.7%+22.4pp | 75.8%+15.4pp | 68.9%+22.2pp |
| Annual return | 17.23% | 19.08%-1.9pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $5,365 | $3,172+69.2% | $4,034+33.0% | $2,596+106.7% |
| Participant deferral / active EE | $9,554 | $4,099+133.1% | $5,318+79.7% | $4,274+123.6% |
| Admin fee / account holder | $1,998 | $8,039-75.2% | $10,693-81.3% | $7,775-74.3% |