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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 | $106,918 | $68,573+55.9% | $120,368-11.2% | $80,874+32.2% |
| Participation rate | 76.5% | 61.6%+14.9pp | 71.9%+4.6pp | 67.6%+8.8pp |
| Annual return | 16.04% | 23.61%-7.6pp | 107.26%-91.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,932 | $2,052+42.9% | $3,465-15.4% | $2,756+6.4% |
| Participant deferral / active EE | $6,046 | $3,174+90.5% | $4,991+21.1% | $4,297+40.7% |
| Admin fee / account holder | $776 | $5,734-86.5% | $9,429-91.8% | $6,935-88.8% |