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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 | $95,413 | $90,486+5.4% | $78,676+21.3% | $273,972-65.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.40% | 75.62%-68.2pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,583 | $3,175-18.6% | $2,850-9.4% | $4,869-46.9% |
| Participant deferral / active EE | $8,149 | $3,901+108.9% | $3,517+131.7% | $5,287+54.1% |
| Admin fee / account holder | $23,700 | $5,263+350.3% | $4,510+425.5% | $10,133+133.9% |