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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 | $90,216 | $91,198-1.1% | $178,503-49.5% | $79,856+13.0% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 13.10% | 24.20%-11.1pp | 151.12%-138.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $4,171 | $3,257+28.1% | $5,011-16.8% | $2,471+68.8% |
| Participant deferral / active EE | $8,483 | $3,237+162.1% | $5,202+63.1% | $3,741+126.8% |
| Admin fee / account holder | $29,829 | $6,748+342.0% | $13,987+113.3% | $5,306+462.1% |