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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 | $202,131 | $99,343+103.5% | $84,751+138.5% | $273,968-26.2% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 9.11% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,264 | $4,214-46.3% | $3,574-36.7% | $4,869-53.5% |
| Participant deferral / active EE | $6,348 | $4,269+48.7% | $3,712+71.0% | $5,287+20.1% |
| Admin fee / account holder | $7,110 | $6,645+7.0% | $5,333+33.3% | $10,132-29.8% |