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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 | $97,563 | $100,792-3.2% | $86,691+12.5% | $134,509-27.5% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | 1.90% | 29.08%-27.2pp | 35.94%-34.0pp | 418.13%-416.2pp |
| Employer contribution / active EE | $1,532 | $3,491-56.1% | $2,837-46.0% | $4,741-67.7% |
| Participant deferral / active EE | $7,063 | $5,339+32.3% | $4,656+51.7% | $6,400+10.4% |
| Admin fee / account holder | $1,767 | $10,924-83.8% | $7,492-76.4% | $11,427-84.5% |