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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 | $93,287 | $126,661-26.3% | $113,397-17.7% | $138,895-32.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 20.57% | 25.05%-4.5pp | 23.20%-2.6pp | 145.39%-124.8pp |
| Employer contribution / active EE | $6,802 | $3,456+96.8% | $2,977+128.5% | $4,194+62.2% |
| Participant deferral / active EE | $12,208 | $5,693+114.5% | $5,076+140.5% | $6,396+90.9% |
| Admin fee / account holder | $412 | $14,549-97.2% | $11,957-96.6% | $12,562-96.7% |