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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 | $105,325 | $185,312-43.2% | $161,489-34.8% | $154,746-31.9% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 13.98% | 103.84%-89.9pp | 89.72%-75.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,267 | $4,769-31.5% | $4,268-23.5% | $4,379-25.4% |
| Participant deferral / active EE | $7,815 | $6,350+23.1% | $5,630+38.8% | $6,730+16.1% |
| Admin fee / account holder | $41,089 | $18,654+120.3% | $16,006+156.7% | $14,365+186.0% |