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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 | $97,067 | $81,233+19.5% | $155,567-37.6% | $80,874+20.0% |
| Participation rate | 98.2% | 66.2%+32.0pp | 78.2%+20.0pp | 67.6%+30.6pp |
| Annual return | 12.87% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,656 | $3,101+50.1% | $4,674-0.4% | $2,756+68.9% |
| Participant deferral / active EE | $5,612 | $3,452+62.6% | $5,628-0.3% | $4,297+30.6% |
| Admin fee / account holder | $5,300 | $7,998-33.7% | $15,916-66.7% | $6,935-23.6% |