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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 | $101,039 | $98,766+2.3% | $149,730-32.5% | $79,852+26.5% |
| Participation rate | 91.5% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.9pp |
| Annual return | 15.66% | 27.43%-11.8pp | 276.70%-261.0pp | 31.72%-16.1pp |
| Employer contribution / active EE | $2,682 | $3,217-16.6% | $4,645-42.3% | $2,471+8.5% |
| Participant deferral / active EE | $6,255 | $5,681+10.1% | $6,843-8.6% | $3,740+67.2% |
| Admin fee / account holder | $5,057 | $6,052-16.4% | $9,310-45.7% | $5,306-4.7% |