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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 | $95,898 | $90,486+6.0% | $78,676+21.9% | $273,972-65.0% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 12.16% | 75.62%-63.5pp | 62.19%-50.0pp | 41.46%-29.3pp |
| Employer contribution / active EE | $881 | $3,175-72.3% | $2,850-69.1% | $4,869-81.9% |
| Participant deferral / active EE | $3,529 | $3,901-9.5% | $3,517+0.4% | $5,287-33.3% |
| Admin fee / account holder | $927 | $5,263-82.4% | $4,510-79.5% | $10,133-90.9% |