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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 | $96,646 | $93,617+3.2% | $135,982-28.9% | $75,177+28.6% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 19.15% | 30.89%-11.7pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $3,502 | $3,538-1.0% | $4,859-27.9% | $2,671+31.1% |
| Participant deferral / active EE | $8,329 | $6,406+30.0% | $7,760+7.3% | $4,126+101.8% |
| Admin fee / account holder | $516 | $6,980-92.6% | $10,767-95.2% | $5,651-90.9% |