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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 | $113,718 | $94,031+20.9% | $115,768-1.8% | $82,448+37.9% |
| Participation rate | 96.7% | 70.4%+26.2pp | 74.4%+22.3pp | 68.1%+28.6pp |
| Annual return | 14.22% | 20.61%-6.4pp | 100.46%-86.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,818 | $2,323-21.8% | $2,940-38.2% | $2,551-28.7% |
| Participant deferral / active EE | $2,501 | $3,972-37.0% | $4,917-49.1% | $4,139-39.6% |
| Admin fee / account holder | $4,919 | $10,249-52.0% | $12,439-60.5% | $7,234-32.0% |